Setup & Access
How do I connect Xero to Round?
Go to Integrations > Xero in the Round dashboard and follow the connection flow.
Do I need a specific plan to use Xero sync?
Round → Xero (push): Available on all plans
Xero → Round (pull): Available on premium plans
Can I control what syncs?
Yes — you can enable or disable each sync direction independently.
Sync Behaviour
Is the sync real-time?
Yes — sync also runs regularly in the background to keep both systems aligned.
What data is synced between Round and Xero?
Core invoice data, including:
Invoice details (amount, dates, supplier, invoice number)
Status (e.g. draft, approved, paid)
Attachments
Importing from Xero
What happens when I enable Xero → Round sync?
Open invoices from Xero are automatically imported into Round.
What status do imported invoices have in Round?
If they require intervention they are imported as drafts. If not, they are automatically promoted to a payable state.
Why are my Xero invoices showing as drafts in Round?
This ensures they can go through Round’s review and payment workflow, as payment details aren't stored in Xero.
Why can’t I see my Xero invoices in Round?
Common reasons:
Xero → Round sync is not enabled (premium feature)
Xero is not connected properly
There are no open invoices in Xero
Editing & Updates
Can I edit invoices in both Round and Xero?
Yes — while the invoice is unpaid, changes in either system will sync.
What happens if I edit the same invoice in both systems?
This may create a conflict, which you’ll need to resolve in Round.
Paid Invoices
What happens after an invoice is paid?
The payment syncs to Xero
The invoice is marked as paid in Xero
The invoice becomes locked (immutable) in both systems
Can I edit an invoice after it’s been paid?
No — paid invoices cannot be edited.
Conflicts & Errors
What is a sync conflict?
A conflict happens when:
The same invoice is edited in both systems
Invoice statuses don’t match
Duplicate invoice numbers exist
How are conflicts handled?
Conflicts are surfaced in Round and require manual review.
Why doesn’t Round automatically fix conflicts?
We prioritise accuracy and transparency — so you stay in control of your data.
Troubleshooting
Why did an invoice import incorrectly?
This can happen if:
Required fields are missing in Xero
The invoice has unusual formatting or data
You may need to review and complete it in Round.
Why didn’t my changes sync?
Possible reasons:
The invoice is already paid (and therefore locked)
There is a conflict blocking the update
Sync has not yet run
Best Practices
What’s the best way to use Xero sync?
Avoid editing the same invoice in both systems at the same time
Ensure invoices are complete before syncing
Treat paid invoices as final
Use Round as your primary payment workflow