Connect RIVET to Xero to sync your billing data automatically. This integration eliminates double entry and keeps your construction accounting accurate.
Pro Feature
Before You Start
You'll need:
- A Xero subscription (any tier)
- Standard or Advisor role in Xero
- Owner or Manager role in RIVET
- RIVET Pro or Scale subscription
Connecting Xero
Step 1: Navigate to Integrations
- 1Go to Settings in RIVET (gear icon in the sidebar)
- 2Click Integrations from the settings menu
- 3Find Xero in the integrations list
- 4Click the Connect button
Step 2: Authorize Access
- 1A Xero login window will open in a new tab
- 2Sign in to your Xero account
- 3Select the organization to connect (if you have multiple)
- 4Review the permissions RIVET is requesting
- 5Click Allow access to authorize
Multi-Tenant
Step 3: Configure Settings
After connecting, configure your sync settings:
- Map revenue accounts to Xero income accounts
- Set up retainage tracking account (Current Asset type)
- Configure tracking categories for job costing (if using)
- Choose your sync preferences (automatic or manual)
Account Mapping
Map RIVET items to your Xero chart of accounts:
| RIVET Item | Xero Account Type |
|---|---|
| Contract Revenue | Revenue (e.g., Sales - Construction) |
| Accounts Receivable | Accounts Receivable (system default) |
| Retainage | Current Asset (create if needed) |
Creating Retainage Account
If you don't have a retainage account in Xero:
- In Xero: Settings → Chart of Accounts
- Click Add Account
- Type: Current Asset
- Name: Retainage Receivable
- Save and return to RIVET to map
Tracking Categories
Xero Tracking Categories can be used for project-level reporting:
Option 1: Project as Tracking
- Create a Tracking Category named "Project" or "Job"
- Add options for each project
- RIVET applies the tracking to synced transactions
Option 2: Auto-Create
- Enable auto-create in RIVET
- RIVET creates tracking options for new projects
Two Tracking Categories
Required Permissions
RIVET requests these Xero permissions:
- Invoices - Create and read sales invoices
- Contacts - Create and read contacts
- Accounting - Read chart of accounts
- Journal Entries - Create manual journals
- Tracking - Read and apply tracking categories
Connection Status
Monitor your connection in Settings → Integrations:
| Status | Meaning |
|---|---|
| Connected | Active connection, sync working |
| Needs Reauthorization | Token expired, reconnect required |
| Disconnected | Not connected to Xero |
Multiple Organizations
If you have multiple Xero organizations:
- Each RIVET firm can connect to one Xero organization
- Choose the correct organization during authorization
- To change organizations, disconnect and reconnect
Reconnecting
Xero connections expire periodically (typically 60 days). To reconnect:
- You'll see a notification in RIVET
- Go to Settings → Integrations
- Click Reconnect
- Sign in to Xero again
- Authorize the connection
Disconnecting
To disconnect Xero:
- Go to Settings → Integrations
- Find Xero
- Click Disconnect
- Confirm the disconnection
Data Preserved
Troubleshooting
Can't Select Organization
If you don't see your organization:
- Verify you're an admin or advisor on the organization
- Check that the organization is active (not demo or expired)
- Try signing out and back in to Xero
Permission Errors
If you get permission errors:
- Verify your Xero role includes API access
- Ask your Xero admin to grant necessary permissions
Connection Keeps Expiring
Xero tokens expire for security. This is normal behavior. Simply reconnect when prompted.
Next Steps
Learn what syncs to Xero and how to manage the sync process.
Need Help?
If you're having trouble connecting Xero, contact our support team at support@slpwlk.io.