Connecting Xero

Last updated: 16 April 2026

Connecting Xero

Xero is an accounting platform that can be connected to Jump for invoice and contact synchronisation. This is useful if your practice uses Xero for bookkeeping and wants to keep financial records in sync.

What Xero Enables

Once connected, you can:

  • Create invoices in Xero directly from Jump
  • Sync patient contacts - patients are automatically created as Xero contacts when needed
  • Set a default billpayer - useful when a third party (e.g. an insurer or parent) pays on behalf of the patient
  • Use Xero items and tracking categories when creating invoices
  • Import existing invoices and contacts from Xero into Jump

How to Connect

  1. Go to Settings in your organisation
  2. Find the Xero section under Integrations
  3. Click Connect Xero
  4. You will be redirected to Xero to authorise the connection
  5. Sign in to your Xero account and select the organisation to connect
  6. Review the permissions and click Allow Access
  7. You are redirected back to Jump with Xero connected

Jump requests access to:

  • Accounting transactions - to create and read invoices
  • Contacts - to sync patient and billpayer contacts
  • Settings - to read tracking categories and account codes

Contact Sync

When you create an invoice for a patient in Xero, Jump automatically:

  1. Checks if the patient already has a Xero contact
  2. Creates one if they don't, using their name and contact details from Jump
  3. Links the Xero contact ID to the patient record for future invoices

You can also set a default billpayer on a patient. This is a separate Xero contact (e.g. an insurance company) that receives invoices instead of the patient.

Creating Invoices in Xero

When creating an invoice, you can choose to send it through Xero instead of Stripe:

  1. Select Xero as the invoicing provider
  2. Choose the Xero contact (patient or billpayer)
  3. Add line items with Xero account codes and tax types
  4. Optionally assign tracking categories
  5. Create the invoice as Draft or Authorised in Xero

The invoice is created in Xero and imported into Jump for tracking.

Token Refresh

Xero access tokens expire periodically. Jump automatically refreshes them in the background. If the connection is revoked from the Xero side, you will need to reconnect from Settings.

Disconnecting Xero

  1. Go to Settings > Xero
  2. Click Disconnect
  3. Confirm the disconnection

Disconnecting removes the Xero link but preserves existing invoice and contact records in Jump.

Tip: If you use both Stripe and Xero, you can choose the provider on a per-invoice basis. Use Stripe for patient-facing online payments and Xero for accounting and third-party billing.