The Xero integration connects BMS to one or more Xero organisations, enabling automatic sync of customers, invoices, and nightly cost-of-sales journals. The integration is configured at the entity level — each BMS entity (organisation or branch) links to a Xero organisation via OAuth.
Prerequisites
Before setting up the integration, confirm:
Your organisation uses Xero as its accounting system
You have admin access to both BMS and Xero
Your Xero chart of accounts is configured and matches the account codes you intend to use in BMS
Integration Setting
The accounting integration package is configured in BMS by your implementation partner. Navigate to Admin → General Settings to confirm the integration package is set to xero. If this setting shows a different value (quickbooks, bms, none), the Xero sync features will not be active.
Connecting a Xero Organisation
BMS connects to Xero at the entity level. The connection is made from Admin → Entities: the Organisations section lists each organisation with its authentication status, a Connect Xero Organisation button and an Authenticate with Xero link. Each BMS entity can link to its own Xero organisation or share a single Xero org across entities. The OAuth connection is established during initial implementation and does not require re-authorisation unless the connection is revoked from the Xero side.
If the connection needs to be re-established, contact your BMS administrator. Do not attempt to re-authorise without guidance — this can disrupt existing synced records.
Verifying the Connection
Once connected, verify the integration is working by:
Navigating to Admin → Accounts and confirming accounts match your Xero chart of accounts
Opening a billing customer and confirming a Xero Identifier is present in the Xero Integration panel
Navigating to Admin → Journals and confirming nightly Cost of Sales journals show a recent Last Push timestamp
What Syncs Automatically
Once configured, the following sync runs automatically:
Nightly Cost of Sales Journals — generated each night per entity and pushed to Xero
Invoice Sync — released invoices are pushed to Xero when triggered or on a schedule
Customer Sync — billing customers are synced to Xero contacts when manually triggered or on first invoice push
See the related articles for details on each sync type: Xero - Customer Sync, Xero - Invoice Sync, Xero - Nightly Journals for Cost of Sales.