Check out our getting started guide for all the info you need to get started with the Xero API.

Once you’re a bit more familiar with our API we suggest you contact the Xero API team to discuss your intended integration in more detail. We can cover off any questions you have with Xero and the Xero Add-on partner programme.

We recommend you take an iterative approach and focus on getting a first version up and running with the basics as quickly as you can. If you have any questions during your development please don’t hesitate to contact the API team.

Once you’re ready with your integration, arrange a time with us to see a demo so we can make sure you have the best advice and assistance while building your integration.

Your integration will need to be tested in the real world with a range of Xero customers. We can help with finding some pilot testers if required. Depending on the complexity of your integration the pilot will need to run until we’re comfortable the solution is working well.

Your support documentation should include an overview of the integration, setup details, general usage instructions and FAQ’s. This information should be easily accessible by customers and for Xero to point customers at. Your documentation should be kept up to date.

If there are several setup steps, we recommend a few short (1-3 min) screen casts are produced to demonstrate the scope of integration and how to get up and running.

When we’re comfortable you’ve completed our requirements above the next step is producing a landing page to be linked to from the Xero Add-on directory..

The landing page for your website should contains details of:

• The scope of the integration – the features and benefits to customers
• Links to setup details, general instructions and FAQ’s

Full details and sample content for your landing page can be downloaded here. You will need to get Xero to review your landing page before you launch this.

We will work with you on creating a listing in our Add-on directory. We also need to make sure our sales and support teams are aware of your integration. For your listing in the Xero Add-on directory, we require:

• Copy of your logo for display on a white background. Preferably two versions: 1 hi-res version, 1 small version for display in the Add-on directory with a width of 100px and max height of 100px
• Description text: maximum length of 150 characters including spaces. Should not include the title of your product as this will be displayed above the text.

We’re here to help so if you have any questions about becoming a partner please let us know.

• Certified conversion services should only import the following data into Xero: Chart of Accounts, Opening Balances, Outstanding Invoices & Contacts. This aligns with the current roadmap for automated conversion imports. Full transactional historical data can be imported for up to one year prior to the conversion date. Further Historical transactions may be supported in the future, but should be excluded for now.
• Services eligible for listing must provide published pricing and fixed prices for at least the core services offered.
• The conversion service must be a full service – it cannot be a tool that the end user utilizes themselves in order to convert to Xero.
• The service must have the involvement of at least one person who is Xero certified or be delivered by a certified Xero accounting or bookkeeping partner.
• Full support of the conversion process must be provided to end users.
• Conversion Add-on partners must be ready to use Xero import files and/or API import methods as they come available to further streamline the import processes. For now, we are prepared to certify partners that use other methods that meet our quality standards, provided partners are prepared to switch to the Xero prescribed import methods as they come available.

We’re here to help so if you have any questions about the above, please let us know.

Once you’re ready with your conversion service, arrange a time with us to see a demo and discuss in more detail.

Your service will need to be tested in the real world with a range of Xero customers. We will require the contact details of at least two customers who have used the service to convert files to Xero.

Your support documentation should include an overview of the service, setup details, general usage instructions and FAQ’s. This information should be easily accessible by customers and for Xero to point customers at. Your documentation should be kept up to date.

When we’re comfortable you’ve completed our requirements above the next step is producing a landing page to be linked to from the Xero Add-on directory.

The landing page for your website should contains details of:

• The details of the service – systems supported, price etc.
• Links to signup details, general instructions and FAQ’s

Full details and sample content for your landing page can be downloaded here. You will need to get Xero to review your landing page before you launch this.

We will work with you on creating a listing in our Add-on directory. We also need to make sure our sales and support teams are aware of your integration. For your listing in the Xero Add-on directory, we require:

• Copy of your logo for display on a white background. Preferably two versions: 1 hi-res version, 1 small version for display in the Add-on directory with a width of 100px and max height of 100px
• Description text: maximum length of 150 characters including spaces. Should not include the title of your product as this will be displayed above the text.

We’re here to help so if you have any questions about becoming a partner please let us know.

Xero
Sign up for either a free trial of Xero, or use a Xero demo company to learn more about how the product works. Ideally you should be a Xero customer so you are thoroughly familiar with the day-to-day workings of Xero. Learn more about getting started with Xero.

Xero API
Start by reading our getting started guide for developers and signing up for either a free trial of Xero, or use a Xero demo company to learn more about how the product works. Here you’ll find information about how to sign up for a free Xero demo account and details about our developer API.

We require an approved developer to have at least 2 integration projects completed with clients that are happy to act as a reference. Our preference would be to be able to check our logs for any errors, and drop an email to the project client and get confirmation everything is working well for them. If you are having difficulty finding initial projects to get started with, you can check out our forums for opportunities or post up some details on your capabilities.

When we’re comfortable you’ve completed our requirements above we’ll send you some brand guidelines detailing how you can use the Xero logo etc on your marketing material, website etc.

You’ll need to produce a landing page for your website which contains details of:

• Services you provide
• Link to at least one case study based on a Xero integration project
• The official Xero Developer logo

We will work with you on creating a listing in our Add-on directory. We also need to make sure our sales and support teams are aware of your integration. For your listing in the Xero Add-on directory, we require:

• Copy of your logo for display on a white background. Preferably two versions: 1 hi-res version, 1 small version for display in the Add-on directory with a width of 100px and max height of 100px
• Description text: maximum length of 150 characters including spaces. Should not include the title of your company name as this will be displayed above the text.

We’re here to help so if you have any questions about becoming a partner please let us know.