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Xero – Integration Setup

This guide outlines how to connect your Xero account to Antei and start syncing financial and invoicing data to support indirect tax workflows, reconciliation, and compliance monitoring.

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Authentication Method

Antei uses OAuth 2.0 authorization to connect securely with your Xero account.

  • Type: OAuth 2.0 (Authorization Code Flow)
  • Scopes Requested:
    • Read-only access to accounts, contacts, invoices, items, and payments
    • No access to payroll, reporting, or bank transactions
  • Token Management: Tokens are securely encrypted and auto-refreshed using Xero’s system
  • Security: Access is scoped to the connected organization and audited on every sync

🔐 Antei is SOC 2 compliant. All integration activity is logged and monitored via audit trail.

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Step-by-Step Setup

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1. Navigate to Integrations → Xero

From the Antei dashboard, open the Integrations tab and click Connect Xero.

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2. Authorize Access via Xero

You’ll be redirected to Xero’s OAuth screen. Select the correct organization and approve access.

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3. Configure Sync Settings

Once connected, customize sync preferences:

  • Jurisdiction Assignment — align your Xero org with the correct country
  • Sync Window — choose how far back to sync data (up to 12 months)
  • Filter by Accounts or Contacts — apply optional filters if needed

✅ Antei only pulls data relevant to your compliance configuration. Nothing is written back to your Xero account.

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Verification & Testing

After connecting, Antei performs several checks:

  • Data validation test: Ensures invoices, payments, and accounts are accessible
  • First sync check: Begins the first hourly sync within minutes
  • Audit log entry: All events are visible in your Org Settings > Logs

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FAQs

Can I connect more than one Xero account?
Yes — you can link multiple Xero orgs and assign each to a different entity in Antei.

Is this integration read-only?
Yes — Antei does not write or modify data in Xero. It is used for automated analysis, not accounting.

What happens if token access expires?
Antei will notify your admin and pause syncs until access is renewed via a reconnect flow.

Where can I monitor sync status?
Go to Settings → Integrations → Xero to view current status, logs, and last successful sync.

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Need Help?

If you encounter any issues, contact tech@antei.com.
→ View the Xero Integration Scope page for detailed data coverage.