Overview
HaloPSA is the all-in-one service management platform that unites your people, processes, and finance into one powerful system. Designed for IT service providers, MSPs, and global support teams, HaloPSA gives you complete visibility and control, from ticketing to billing, in a single, beautifully simple workspace.
With the HaloPSA and Xero integration, your business can bridge the gap between service delivery and accounting. Automate billing, eliminate double entry, and give your finance team instant access to accurate data. The result: faster invoicing, fewer mistakes, and a clear, connected picture of business performance.
HaloPSA centralises everything you do - tickets, contracts, assets, SLAs, timesheets, projects, and billing - into one streamlined solution. The intuitive interface means your team can focus on customers instead of admin. Whether you’re handling thousands of support tickets or managing long-term projects, HaloPSA adapts to how you work.
Work smarter across teams
HaloPSA brings operations, service delivery, and finance together in real time. Connect your helpdesk and Xero account so that any billable work logged in HaloPSA is instantly ready for invoicing in Xero. Your accountants and technicians see the same accurate data - improving communication and eliminating manual updates.
Built for growth
HaloPSA scales with your business. Add users, departments, or clients without complexity or downtime. Configure automated workflows to match your processes. Combine deep service management capability with financial precision from Xero to gain a true end-to-end system that supports every part of your business.
Global capability, local control
Whether your team is in one office or spread across multiple countries, HaloPSA provides a consistent experience with region-aware settings, multi-currency support, and time-zone flexibility. With Xero’s global accounting reach, you can manage and reconcile finances seamlessly wherever your clients are.
Fast, accurate billing
Remove friction between service and finance teams. HaloPSA automatically captures billable time, expenses, and subscriptions, then generates invoices that sync straight to Xero. Payment statuses flow back from Xero to HaloPSA, keeping your records accurate without manual intervention.
Secure and trusted
HaloPSA is built for reliability, scalability, and security. Enterprise-grade hosting, granular permissions, and full audit trails keep your data protected. Combined with Xero’s trusted financial infrastructure, you can confidently automate financial processes knowing both systems meet global compliance standards.
Why choose HaloPSA + Xero
Seamless integration between service management and accounting
Automated invoice generation and synchronisation
Real-time sync of payments, credit notes, and adjustments
Multi-currency and multi-entity support
Centralised customer and contract management
Clear financial visibility for faster decisions
HaloPSA + Xero
The HaloPSA and Xero integration connects your service management platform directly to your accounting system, giving your team a seamless flow of information from ticket to invoice. Every hour worked, product sold, and contract billed in HaloPSA can be automatically reflected in Xero without manual intervention.
Real-time synchronisation
HaloPSA’s Xero integration works in real time to keep your financial data current. When you approve an invoice in HaloPSA, it appears instantly in Xero with all associated line items, tax rates, and customer details. Payments, credit notes, and adjustments created in Xero are sent back to HaloPSA, so both systems stay perfectly aligned.
Two-way data flow
Customers and contacts: Sync customer records between HaloPSA and Xero. Create or update a client once and it appears in both systems automatically.
Invoices and credit notes: Generate invoices in HaloPSA from time entries, projects, or contracts. Once approved, they are pushed to Xero with full details. Credit notes raised in Xero are reflected in HaloPSA.
Payments: When payments are received and reconciled in Xero, they are updated in HaloPSA to show which invoices are paid or outstanding.
Currencies: Full support for multi-currency transactions lets global teams operate without conversion headaches.
Automate billing and reconciliation
The integration replaces manual data entry with automated workflows. Time logged against tickets, contracts, or projects can be marked as billable. HaloPSA aggregates this data, applies your pricing rules, and generates invoices ready for Xero — all with a few clicks. Xero then takes care of reconciliation and reporting, completing the financial loop.
Customisable mapping
Every business has unique accounting rules. HaloPSA’s flexible mapping allows you to align services, revenue codes, and tax settings precisely with your Xero chart of accounts. You can configure which data syncs, how often, and in what direction — giving full control while reducing risk of human error.
Improved financial visibility
With the HaloPSA + Xero integration, you can see your operational and financial performance in one view. Service managers track billable utilisation. Finance teams monitor cash flow. Executives gain a real-time understanding of profitability by client, project, or contract.
Reduce admin, speed up cash flow
Because invoices move instantly from HaloPSA to Xero, billing cycles shorten and payments arrive faster. Clients receive invoices on time, with full transparency of billable work. Your finance team spends less time chasing data and more time analysing results.
Security and compliance
All communication between HaloPSA and Xero uses secure, authenticated API connections. Data is encrypted in transit, and only authorised users can enable or modify the integration. Both platforms comply with global security and privacy standards, ensuring your data remains protected end to end.
Getting started
Getting started with the HaloPSA + Xero integration is quick and straightforward. You can connect your HaloPSA environment to Xero in just a few minutes, without any technical setup or coding. Once connected, invoices, payments, and customer details will flow automatically between both systems — keeping your service and finance teams perfectly in sync.
Start directly from this page
The easiest way to begin is by selecting the “Get this app” button on this Xero App Store listing. It will take you directly to HaloPSA, where you can sign in or create an account. From there, you’ll be guided through a short connection wizard to link your Xero organisation securely.
Step-by-step setup
Sign in to HaloPSA. If you’re new to Halo, create your free trial or log in to your existing account.
Open the Xero integration settings. From your HaloPSA dashboard, navigate to Configuration → Integrations → Xero.
Connect to your Xero organisation. Click Connect to Xero, sign in to your Xero account, and approve the secure connection request.
Choose your sync preferences. Select which items to sync - customers, invoices, payments, tax rates, or all of them.
Map accounts and tax codes. Match HaloPSA services and revenue categories to the correct accounts in Xero.
Test your connection. HaloPSA will run a quick check to confirm everything is working correctly.
Start syncing. Once confirmed, your first data sync begins automatically.
Within minutes, HaloPSA and Xero will start exchanging data in real time. Invoices raised in HaloPSA appear instantly in Xero, and payments received in Xero flow back to HaloPSA.
Tips for a smooth start
Check your chart of accounts. Make sure the accounts in Xero are correctly named before mapping them in HaloPSA.
Start with a small sync. Test using one or two clients first to confirm that data appears as expected.
Keep your tax rates aligned. HaloPSA automatically imports Xero tax codes, but review them if your regions differ.
Use role-based permissions. Limit who can connect or modify your Xero integration for extra security.
Support and reassurance
HaloPSA offers dedicated global support to help you set up and optimise your integration. Our support team is available by email and live chat from multiple time zones. Whether you’re connecting for the first time or refining a large multi-entity setup, we’ll guide you through every step.
Detailed setup articles, troubleshooting guides, and configuration best practices are available directly within HaloPSA’s help centre. The in-app configuration page also provides real-time connection status and log visibility, so you can confirm at any time that your syncs are running successfully.
Continuous improvement
Once connected, you’ll receive regular updates automatically. HaloPSA’s engineering team continually refines the Xero integration based on user feedback to make your experience faster and more reliable.
