Integration
Xero integrated
Fully integrated with Xero to allow for seamless and secure invoicing and payments. Import your existing customers with one click.
Why it matters
One source of truth for your money
No re-keying invoices, no duplicate customer lists, no wondering which system is right. TradeKit and Xero stay in sync automatically.
- Import your existing Xero customers with one click
- Easily create quotes and invoices straight from your jobs
- Use your existing Xero quote and invoice templates
- Attach files and images to quotes and invoices
- Updates in Xero are automatically reflected in TradeKit
- Track every job from quote through to payment
Synced
How it works
From Xero connection to synced invoice, in three steps
Connect your Xero account
Log in with your Xero email and approve access from the Xero authenticator app. Takes a minute, once.
Import your contacts
Bring in your existing Xero customers with one click — no manual re-entry.
Quote and invoice, in sync
Raise quotes and invoices from your jobs using your real Xero templates. Any change in Xero flows straight back into TradeKit.
Common questions
Xero integration, answered
Do I need a Xero account to use TradeKit?
Yes — TradeKit is built around Xero for quoting, invoicing and payments, so an active Xero subscription is required alongside your TradeKit account.
Can I bring my existing Xero customers into TradeKit?
Yes — import your existing Xero customers into TradeKit with one click when you first set up your account.
Do I need to enter invoices twice?
No — updates to quotes and invoices in Xero are automatically reflected in TradeKit, so there's no double handling.
Next step
Connect TradeKit to Xero in minutes
90 days free. No credit card required.