Video walkthrough: Connecting Xero to Digit
This video walks through connecting your Xero account, mapping your chart of accounts, and importing your existing data into Digit.
Getting started
Go to Settings in the left sidebar.
Click Integrations.
Locate Xero in the Marketplace section and click Get started.
A setup modal will appear outlining the three steps to complete the integration: Connect, Map accounts, and Import & sync.
Step 1: Connect to Xero
Authorize Digit to connect to your Xero account.
ℹ️ Note: If your Xero account doesn’t already have multi-factor authentication (MFA) set up, you’ll be prompted to configure it during this step. Setting up MFA in Xero ahead of time will help this step go faster.
Click Connect to Xero. A pop-up window will open, prompting you to sign in to your Xero account (or, if you’re already logged in, to authorize access).
Review the permissions Digit is requesting, then click Continue.
Once you’ve granted access, the pop-up will close, and the modal will display a notice indicating that the connection is in progress.
When the notice updates to show a green confirmation that you’re connected, click Next to move on to Step 2.
💡 Pro tip: You don’t need to wait around. Close the window and keep working in Digit; you’ll see the connection status update once it’s ready.
Step 2: Map your accounts
This step defines how transactions flow from Digit into Xero. The available options are pulled directly from your Xero chart of accounts.
For Sales Orders, select the invoice account you want to use.
For Purchase Orders, select the bill account you want to use.
Click Next.
⚠️ Heads up: Both fields are required. You won’t be able to continue until an invoice account and a bill account have been selected.
Step 3: Import your data and turn on sync
From here, you can import your existing vendors, customers, and items from Xero into Digit before activating sync.
Toggle on the categories you want to import: Vendors, Customers, and/or Items.
Click Start import. Each category will update with an importing status while the data is pulled in.
Once everything finishes, you’ll see a confirmation showing how many records were imported for each category.
Click Close to finish.
📘 Digit tip: If a vendor, customer, or item is missing from Xero when an order is pushed, Digit will create it automatically.
Xero is now connected
In the future, whenever you create a sales order or purchase order in Digit, you’ll have the option to generate a matching invoice or bill in Xero automatically. If any vendors, customers, or items on the order are missing in Xero, Digit will create them so everything stays in sync.
On the Integrations page, Xero will now appear under Your Integrations, showing as Connected.
Click Settings on the Xero integration card at any time to reconfigure your account mapping, re-import data from Xero, or export your vendors, customers, and items into Xero.
You’ll also find a toggle to allow invoicing and billing above the ordered quantity.
📘 Digit tip: Disconnecting the integration won’t delete any of your data; however, new updates won’t sync going forward.