The Coworks Xero Accounting Integration allows you to automatically sync your customers, invoices, and payments between Coworks and Xero — just like our existing QuickBooks Online (QBO) integration.
Summary
The Xero Accounting Integration is a full feature-for-feature match with our QBO integration — now extending powerful automation to Xero users.
It enables Community Managers to:
Sync customers, invoices, and payments directly to Xero
Map campuses, plans, and fees
Automatically push overage and booking charges
Keep Coworks and Xero data aligned in real time
Problem
Just like QuickBooks users, many Coworks managers rely on Xero for their financial management and accounting.
Until now, integrating Coworks with Xero required manual exports, data entry, and reconciliation — leading to extra work and potential errors.
The new integration solves this by providing a direct connection between Coworks and Xero, automating invoice and payment synchronization across both platforms.
Key Features
🔗 Seamless Integration
Connect Xero to Coworks using a standard OAuth flow, identical to the QBO setup.
Enable Xero syncing under Community Settings > Accounting Integrations.
🧾 Invoice Syncing
When an invoice is created in Coworks, the integration:
Finds or creates the corresponding customer in Xero using their email address
Pushes the invoice to Xero with all line items and discounts
Marks the invoice as closed in Xero when it’s closed in Coworks
💰 Payment Syncing
Payments and refunds are automatically reflected in Xero:
When an invoice is paid in Coworks → a payment record is created in Xero
When an invoice is refunded → a refund entry is created in Xero
🧩 Mapping Options
You can map your Xero accounts and tracking categories to corresponding Coworks items:
Coworks Item | Xero Mapping |
Plans | Products/Services |
Day Passes | Products/Services |
External Bookings | Products/Services |
Transaction Fees | Accounts/Tracking Categories |
Custom Fees | Accounts/Tracking Categories |
One-off Invoices | Products/Services |
Booking Overages | Products/Services (now supported on both Xero & QBO) |
🏢 Campus Mapping
Use Xero Tracking Categories to map Coworks campuses, ensuring that financial data is categorized correctly for reporting in Xero.
How It Works
Connect Xero
Go to Admin > Settings > Integrations > Xero and connect your Xero account using OAuth.Configure Mapping
Choose how your Coworks items, campuses, and accounts align with Xero products or categories.Sync Automatically
Invoices automatically push to Xero when created in Coworks
Payments and refunds sync automatically
Invoice status stays consistent across both systems
Monitor Syncs
View sync logs and troubleshoot any failed pushes directly in the Coworks admin panel.
Benefits
Eliminate manual data entry between Coworks and Xero
Maintain accurate, real-time financial records
Save time on monthly reconciliation
Simplify overage, booking, and membership billing management
Future-proof your accounting integrations with our new modular system