Overview
Round integrates with Xero to keep your invoices in sync across both platforms.
This sync is bidirectional, meaning:
Changes in Round can update Xero
Changes in Xero can update Round
You can control each direction independently.
The goal is simple:
Keep your invoice data consistent, visible, and reliable across both systems.
How the Xero Sync Works
Two Sync Directions
There are two independent syncs:
Round → Xero (Push)
Sends invoices and updates from Round to Xero
Available on all plans
Xero → Round (Pull)
Imports invoices and updates from Xero into Round
Available on premium plans
You can enable or disable each direction in Integrations > Xero.
What Gets Synced
The sync covers core invoice data, including:
Invoice status (e.g. draft, approved, paid)
Invoice details (amount, dates, supplier, invoice number)
Attachments
Some fields and metadata may not sync if they are not part of the core invoice model.
Importing Invoices from Xero
When Xero → Round sync is enabled:
Open invoices from Xero are automatically imported into Round
These invoices are scanned and the extracted data is sync'ed back to Xero
Imported invoices always enter Round as Drafts
They follow the same workflow as any other invoice in Round
Important
If an invoice in Xero is missing required data:
It will still be imported, but only as a Draft
You may need to complete or correct it before processing
Updating Invoices Across Systems
While an Invoice is Unpaid
You can edit the invoice in either Round or Xero
Changes will sync between both systems
However:
If the same invoice is edited in both places at the same time, a conflict may occur (see below)
After an Invoice is Paid
Once an invoice is marked as paid:
It becomes immutable (locked) in both systems
No further edits will sync
No additional updates can be made
This prevents inconsistencies and duplicate payments.
Conflict Handling
A conflict can occur when:
The same invoice is edited in both Round and Xero at the same time
Invoice statuses don’t match (e.g. paid in one system but not the other)
Duplicate invoice numbers exist
What happens?
Conflicts are surfaced clearly in Round
You’ll need to review and resolve them manually
Why this matters
We prioritise:
Transparency over silent fixes
Data accuracy over automation
This ensures you always know what’s happening with your invoices.
Sync Frequency and Reliability
Sync runs regularly to minimise differences between systems
Errors and failures are monitored and surfaced
If something goes wrong:
You’ll see it in Round
You can take action to resolve it
Known Limitations
Paid invoices from Xero may not always import cleanly (e.g. missing data)
These may appear as drafts or require manual review
Only core invoice fields are synced — not all metadata
Best Practices
To get the most out of the Xero sync:
Manage invoices in one system at a time, ideally Round
Avoid editing the same invoice simultaneously in both systems
Ensure invoices are complete before syncing
Treat paid invoices as final
Summary
The Xero sync gives you:
A single, consistent view of invoices
Flexibility to work in either Round or Xero
Clear visibility when something needs attention
It’s designed to be:
Predictable
Transparent
Reliable