Getting the Most Out of Your Xero Integration in Portal 360
A step-by-step guide to connecting Xero Accounting and Xero Practice Manager with Portal 360 for seamless data sync.
Connecting your general ledger and practice management data should never require manual exports or dual entry. Here is how Portal 360 and Xero work together as one cohesive engine.
Why Connect Xero to Portal 360?
Xero is the gold standard for cloud bookkeeping and accounting ledgers in Australia. Portal 360 complements Xero by providing the front-of-house client communication, CRM, entity structuring, and secure file sharing that general ledgers aren't built for.
Key Capabilities of the Integration
- Two-Way Client Sync: Keep client entity names, ABNs, addresses, and key contacts updated automatically across both systems.
- Invoicing & Timesheets: Generate invoices in Portal 360's Productivity Centre and push approved invoices directly into Xero for ledger reconciliation.
- Engagement Tracking: Link billable jobs in Xero Practice Manager to client communication threads and eSignatures in Portal 360.
Quick 3-Step Setup
- Navigate to Marketplace → Connected Apps in your Portal 360 workspace.
- Select Xero and authorize access using your firm's Xero credentials.
- Select your default organization and configure field mapping for contacts and chart of accounts.
Once connected, client updates made in either platform sync continuously, eliminating reconciliation headaches and duplicate records.
Ready to simplify your practice?
Portal 360 brings client management, communication, workflows, and eSignatures into one unified platform built specifically for Australian financial professionals.