# Upflow Integration with Xero

> Discover Upflow's native integration with Xero. Connect Upflow with Xero for seamless AR automation. Improve cash collection and financial accuracy effortlessly through real-time data syncing and streamlined collections workflows.

The Upflow <> Xero integration allows finance teams to gain real-time visibility into outstanding receivables, reduce manual work, and automate the entire collections process — all while keeping Xero as the source of financial truth. Setup is quick, secure, and requires no technical expertise.

---

## Key Features

- 5-minute setup  
  Connect with Xero instantly using secure login credentials.

- One-way sync from Xero  
  Automatically imports invoices, payments, and customer records.

- Centralized collections  
  Manage follow-ups, workflows, reminders, and notes directly in Upflow.

- Contact-level filtering  
  Only relevant customer records are imported — no suppliers or archived entries.

- Real-time updates  
  Stay current with every sync — no manual exports needed.

- Enterprise-grade security  
  SOC 2 Type 2 certified infrastructure and encrypted data exchange.

---

### FAQs

Question: How quickly can I get started with the Xero integration?  
Answer: Setup takes less than 5 minutes. Simply sign up for Upflow, select Xero as your integration, enter your Xero credentials, and you're good to go. A full AR history sync will begin, followed by real-time updates. You can stay in test mode until you're ready to go live.

Question: Why should I connect Upflow to Xero?  
Answer: Connecting Upflow to Xero ensures your invoices, customers, and payment data are always up to date — powering accurate, real-time collection workflows. With this integration, you eliminate manual data entry, reduce errors, and gain better visibility into your cash flow, helping your team accelerate collections and improve customer relationships.

Question: How does the Upflow <> Xero integration work?  
Answer: Upflow syncs your AR data one-way from Xero: meaning invoices, payments, and customer records are always pulled in from Xero and reflected in Upflow in real time. You’ll manage your collections, contacts, workflows, reminders, and notes within Upflow, while financial record updates remain centralized in Xero.

Question: Which contacts from Xero are imported into Upflow?  
Answer: Upflow imports only Xero contacts (Xero "contacts" refer to customers or suppliers, while "contact persons" are the individuals associated with those entities) that are flagged as customers. This means the contact must either be marked as a customer in Xero or have at least one accounts receivable invoice. If the contact is marked as supplier only or is archived, it will not be imported into Upflow.

Question: How secure is the Upflow <> Xero integration?  
Answer: Upflow is SOC 2 Type 2 certified, ensuring enterprise-grade data protection and compliance. Your financial data remains encrypted and secure at every sync, while custom configuration options allow you to control exactly what gets imported.

---

## Related Resources

- [Xero Integration Page](https://upflow.io/integrations/xero)  
- [Help Center](https://support.upflow.io/hc/en-us)