Help center

Before you install

You need three things:

• Admin rights in Attio. Only a workspace admin can install an app.
• A Xero organisation and a Xero user who can create invoices in it. To try Xpactio safely, use Xero’s free Demo Company.
• An Attio plan with custom objects, if you want every Xero invoice and quote stored as its own Attio record. Without custom objects, Xpactio still creates documents and writes their number and status onto the record you clicked.

Xpactio is not listed in Attio’s app directory yet. You install it from this site.

Install and connect Xero

1. Press Install in Attio. Attio shows “Install Xpactio and allow access”. Choose your workspace and press Allow.
2. Attio opens Xpactio’s Connections tab. Press Connect and sign in to Xero.
3. On Xero’s screen, open the organisation list and pick the organisation Xpactio should write to. Press Allow access.
4. Open the Settings tab, section 1. Xero Connection, and press Check Status. The message shows the Xero organisation ID Xpactio uses.

You don’t need an Xpactio account for the Free plan. You create one only to pay for Pro; see Plans and limits.

Your first invoice in five steps

1. In 3. Default Invoice Template, set a line description, rate, quantity, currency, payment due days and Xero account code (for example 200, Sales). These defaults fill any field your record doesn’t have.
2. In 4. Writeback Fields, type a slug for each field, for example xero_invoice_id, xero_invoice_number, xero_invoice_status, xero_invoice_url, xero_last_sync, xero_sync_error.
3. In 10. Advanced, set Target Objects to the objects you invoice from, for example deals,companies.
4. Back in section 4, press Create fields. Xpactio adds the missing writeback attributes to your target objects.
5. Open a deal, press the Xpactio button in the record header and choose Create Xero Invoice.

The invoice appears in Xero. A few seconds later the deal shows its Xero number, status and a link to it.

Settings, section by section

Open Attio → Settings → Apps → Xpactio → Settings.

Set the branding theme explicitly. If you leave it blank, Xero uses whichever theme is first in its list, and reordering that list changes the layout of every new document.

Source fields

A source field tells Xpactio which attribute on the record holds a value. Use the attribute’s API slug, not its display name: in Attio, open the attribute and copy the slug.

• value — an attribute on the same record, such as the deal value.
• associated_company.name — an attribute on a linked record, one hop away.

If a record has no value for a mapped field, Xpactio uses the default from section 3. If the record has no customer name at all, Xpactio stops and says “Customer name required” instead of creating an invoice without a contact.

Xpactio finds the Xero contact by name and email and creates it if it doesn’t exist. Contact Address must point at a location attribute. Xpactio writes it to a new contact, and to an existing contact only when that contact has no street address, so addresses on invoices you already sent don’t change.

Invoices with several lines

By default an invoice has one line, built from the fields above. To send one Xero line per related record, for example a deal’s line items:

1. In section 3, set Invoice lines: relationship attribute on the source record to the relationship slug, for example line_items.
2. Set the slugs of the line record’s description, quantity and unit price. Blank means description, quantity and unit_price.
3. Optional: an item code attribute (sent as Xero’s ItemCode) and an account code attribute. A line without an account code uses the template’s.

Create Xero Invoice (quick and custom mode), the bulk action and the Create Xero invoice block then send every line. Xpactio refuses to create the invoice when the record has no lines or a line has no description, quantity or unit price, and names the line in the sync error field. In custom mode the form lists the lines instead of the single-line fields.

Reference is the text your customer sees on the invoice. Map it to your deal or project number; it is also how Xpactio links synced invoices back to deals.

Writeback fields

After Xero accepts a document, Xpactio writes its details back to the record you clicked. Each document type has its own writeback fields: invoices in section 4, quotes in section 7, purchase orders in section 8, credit notes in section 9.

• A slug that doesn’t exist on the object is skipped, and the record shows a warning. The Xero document is still created.
• If one field fails, Xpactio still writes the others.
• Create fields adds missing attributes. It never changes the type of an attribute you already have.
• When Xero rejects a document, Xpactio writes Xero’s message to the sync error field. Read it first when something breaks.

Invoice and quote objects

To see every Xero invoice in Attio, not only the ones you created, turn on Store invoices as Attio records in section 10 and press Run Setup. Xpactio creates an Invoices object with the Xero number, status, contact, dates, total, amount paid and amount due. Quotes have the same option in section 7, which creates a Xero Quote object.

Each record is titled with its Xero number, such as INV-0035. If you set up these objects before November 2026, press Run Setup again: it adds the title field. Older records keep showing an ID until a sync touches them; to refresh invoices now, select them and use Sync from Xero.

Attio doesn’t let an app choose the record title. To see invoice numbers instead of record IDs, open Attio Settings → Objects → Invoices → Configuration and set Record text to Invoice Number. Do the same for Quotes with Quote Number.

Your existing objects are never changed. Amounts and dates on these objects are read-only in Attio: change them in Xero, or with Xpactio’s edit actions, and they come back on the next sync.

The Invoice object unlocks Edit Invoice in Xero, Void in Xero, Create Xero Credit Note and the bulk Sync from Xero. The Xpactio page in the Attio sidebar shows outstanding, overdue and paid totals from this object.

Link invoices to deals

The Invoices tab on a deal or company lists only invoices that are linked to it. To link them:

1. Map Reference in section 5 to a unique attribute on your deal, for example a deal number.
2. In section 10, turn on Link synced invoices to a record by Xero Reference.
3. Set Link: object to search (for example deals) and Link: attribute to match the Reference against.
4. Run a sync.

Matching is exact. An invoice whose Reference matches no record, or matches more than one, stays unlinked; Xpactio doesn’t guess by name.

Record actions

Open a record and press the Xpactio button in its header.

Repeating invoices

A repeating invoice is a template in Xero that raises a new invoice on every schedule date, for example a monthly subscription. Create one with the Create Xero Repeating Invoice record action or the Create Xero repeating invoice workflow block.

• Frequency: weekly, every 2 weeks, monthly, quarterly, every 6 months or yearly.
• Start date is the date of the first invoice. Without an end date, the template repeats until someone stops it in Xero.
• Due terms: a number of days after the invoice date or after the end of the invoice month, or a day of the current or following month.
• Draft templates raise draft invoices that someone approves in Xero. Authorised templates raise approved invoices.

The contact, currency, account code, reference, branding theme and lines come from the same settings as a one-off invoice, including invoices with several lines. Xpactio writes the template’s ID and status to the Repeating Invoice ID and Repeating Invoice Status writeback fields in section 4. Xero has no web link for a single template, so none is written; find it on the Repeating tab of Xero’s invoices list.

Creating the template counts as one document towards the Free limit. The invoices Xero raises from it later don’t count, and Xpactio syncs them like any other invoice.

Bulk actions

Select records in a table view and open the bulk menu.

• Create Xero invoices creates one invoice per selected record, about one every four seconds to stay under Xero’s limit of 60 calls a minute. It stops when you reach the Free limit or Xero asks it to slow down, and shows a summary. An invoice whose Xero ID couldn’t be written to its record is listed as a warning: it exists in Xero, so don’t run the action on that record again.
• Sync from Xero, on the Invoices object, refreshes the selected invoices. A status change it finds fires the status trigger and finishes payment waits, like any other sync.

Workflows

Every Xpactio action is also a block in Attio workflows. Add a block, choose the record it acts on, and set any override.

Blocks that create documents are safe to retry: if Attio retries a step after a network error, Xero receives the same request key and doesn’t create a second document. Convert is never retried, because it makes two changes in Xero.

Workflow recipes

Invoice when a deal is won

1. Trigger: Record updated on Deals, when Deal stage becomes Won.
2. Block: Create Xero invoice, record = the trigger’s deal, with “Skip if this record already has an invoice” on.
3. Optional: a Slack block that posts the invoice number to the deal owner.

Chase until paid (Pro)

1. After Create Xero invoice, add Wait for Xero invoice payment with “Give up after 30 days”.
2. Paid exit: move the deal to the next stage. Gave up exit: create a task for the account owner.

The wait finishes when a sync sees the invoice paid or voided: Xpactio syncs every night and when Xero reports a change. The nightly run also ends waits that passed their “Give up after” date. That run is Pro only, so on Free the step stops with an error instead of waiting.

React to payments made in Xero (Pro)

1. Trigger: Xero invoice status changed, watching Paid.
2. Blocks: update the linked deal, notify the team, start onboarding.

The trigger fires when an invoice already in Attio changes status. The first sync, which brings in your existing invoices, doesn’t fire it.

Quote, then invoice when accepted

1. Create Xero quote from the deal. Send it from Xero.
2. A scheduled workflow runs Sync quotes from Xero.
3. When the quote status becomes ACCEPTED, run Convert Xero quote to invoice.

How sync works

Your Xero sign-in is stored in Attio’s own connection store, and only the Xpactio app inside Attio talks to Xero. Each sync asks Xero for documents changed since the last sync and updates the matching Attio records.

Xero statuses arrive in capitals: DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED, DELETED. Filter by PAID, not Paid. A part-paid invoice stays AUTHORISED; look at amount paid and amount due.

Xero events on the timeline

Xpactio adds an entry to the record’s activity timeline when something happens in Xero:

• Created: “Xero invoice INV-0042 created — $1,200.00” on the record you created the invoice, quote, purchase order or credit note from, by button, form, bulk action or workflow block.
• Emailed: “Xero invoice INV-0042 emailed to ap@acme.com” when you send the invoice from Attio. Each send is its own entry.
• Paid and voided: “Xero invoice INV-0042 paid” on the invoice record and on the deal it is linked to, when a sync sees the status change. The first sync, which brings in your existing invoices, adds nothing.

Each event appears once: running the same sync twice updates the entry instead of adding another. The entries are of the activity type Xero events, which Xpactio creates in your workspace the first time it needs it.

To stop adding entries, turn on Turn off Xero events on record timelines in section 10. A timeline entry that can’t be written never stops a document from being created or a sync from finishing.

Plans and limits

Creating an invoice, quote, purchase order, credit note or repeating invoice counts towards the 10; converting a quote counts too. Editing, voiding, declining, emailing and syncing don’t. At the limit, Xpactio stops creating new documents until the next month or until you upgrade. Documents you already created keep syncing.

To upgrade, open Settings → Xpactio Account → Link Account, create an account and pay with Stripe. Cancel in any month; documents stay in Xero.

Troubleshooting

Contact

Email help@xpactio.com with your Attio workspace name, the record link and the text from the sync error field.