Skip to content
YionStack

Xero integration

What Xero data lands in YionStack, and how.

Connect Xero through OAuth, review the suggested mapping, and run a one-way import into your YionStack business. UK VAT codes, tracking categories and original invoice numbers all preserved.

Quick facts

Status
Live OAuth
Direction
One-way import
Connection
OAuth (no password shared)
Residency
UK (europe-west2)
Records
6 types
Read the migration guide

What lands in your business

The records that come across.

Chart of accounts

Full hierarchy with account codes, classes and VAT defaults preserved.

Contacts

Customers and suppliers collapse into the unified contacts table.

Sales invoices

Drafts, awaiting payment, paid — with line items, line tax and original invoice numbers.

Purchase bills

Bills, credit notes and supplier statements with attachments where present.

Bank transactions

Last 90 days of reconciled bank lines as historical context.

Tracking categories

Map to YionStack tags so reports grouped by tracking keep working.

What stays where it is

Honest scope.

  • Live bank feed connections — re-authorised in YionStack through GoCardless or Open Banking.
  • Payroll runs — moved separately through YionStack Payroll onboarding to keep HMRC year-to-date figures correct.
  • Saved reports and budgets — re-authored once inside the YionStack reporting layer.
  • Inventory items — handled by the inventory module migration so stock counts can be taken first.
  • Third-party app data (Hubdoc, etc.) — brought across via the file Import surface.

Ready to bring your Xero data across?

One-way copy by default. Run YionStack alongside the old stack and migrate at your own pace.

  • No credit card
  • 14-day free trial
  • Cancel anytime