TidyWork & Xero in Partnership

What is Xero?

Xero is cloud based accounting software with over 500,000 subscribers worldwide. It’s simple to use and is accessible anywhere you have an internet connection. Some other great features that are built in to Xero include payroll, bank feeds, customisable reporting and native apps for Android and iOs.

Since the very early days, Xero has had an open API which has allowed companies such as TidyWork to tightly integrate with the platform. TidyWork is a long standing established partner with Xero.

The TidyWork team’s top five reason to integrate TidyWork and Xero

  • Whilst Xero is easy to use, it’s also very easy to invite your accountant/bookkeepers in to your account for expert help (which is a good idea if you're new to Xero). This can also provide you with a 'virtual CFO' for your company.
  • All of TidyWork’s expert partners are also very familiar with Xero.
  • Class leading support pages.
  • No double handling, your customers and purchase orders are shared in real time across both platforms.
  • Xero helps you keep a close eye on your cashflow through the built in bank feeds.

How and why does Xero integrate with TidyWork?

The integration includes TidyWork purchase orders and customers. The tight integration means that there is no double entry of purchase orders and customers, a huge time saver!

You can create a proposal in TidyWork and pick a customer from your Xero database, or alternatively create a new one in either systems, which is then synced automatically.

If you raise a purchase order in TidyWork, you can send it to your accounts payable in Xero and when the project is ready for billing, just the one click will create a draft or final invoice in Xero ready for your normal billing process.

Logged time, expenses and materials can automatically create Invoices and Purchase Orders – ready for processing when you are!

Summarising the benefits of the Xero and TidyWork connector

  • TidyWork customer information is shared with Xero
  • Purchase orders can be pushed to Xero accounts payable, no double handling
  • Invoicable amounts can be pushed to Xero accounts receivable
  • You are able to map to Xero revenue and expense streams

Okay, I am using Xero and TidyWork. How do I proceed?

Step 1. Sign in to your TidyWork account
Step 2. Go to 'Global Settings' at the top of your browser window
Step 3. Locate the ‘Xero’ section in the 'organization' tab of 'Global Settings' and click on it
Step 4. You will now see a green button ‘Connect to Xero”
Step 5. Clicking the button will open a new browser window where you’ll be asked to authenticate with Xero (just follow the prompts)
Step 6. You have now connected TidyWork with Xero!

Read more about the Xero integration on our support pages.

I really like the sound of integrating my accounting software with TidyWork but I do not use Xero. What are my options?

A developer can use the TidyWork API to integrate with your preferred accounting software of choice. Read more about our developer API.

I would like assistance with configuring TidyWork and Xero, and perhaps some other solutions also, can you help?

The team at TidyWork can most definitely help you configure & optimise TidyWork, but we do not pretend to be experts on other solutions. Luckily, we have some fantastic cloud integration partners all around the world that will fill that gap! Find the integration partner nearest you.



Leigh Bowen


Laurence Sherriff


Gillian Walker
Business Manager


Matthew Garvey


Shane Eastergaard


Dave Laurence
Account Director