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Integrations & API

Turn on the Xero add-on (optional, paid)

Xero is an optional monthly accounting add-on. After it is active and connected, its Money panel can push WaterMark records to Xero and pull Xero records back; it stays off until you enable it.

Where: Money -> Xero

  1. Open Money and find Xero below QuickBooks.
  2. If the panel says Not configured yet, Xero is not available and the panel shows no setup action.
  3. When the add-on offer is available, review the monthly price shown there, click Enable Xero sync, and confirm the charge on your WaterMark invoice.
  4. Click Connect to Xero and sign in to your Xero organisation.
  5. When the panel reports connected, use Push to Xero now to send records or Pull from Xero to import records.
  6. Use Turn off add-on to stop its billing and remove Xero access for the company.
When the sync doesn't look right
  • Start in Money -> Xero. The panel can show not connected, Connected to your organisation, or Could not load Xero status.
  • To refresh the connection, click Disconnect and confirm, then click Connect to Xero and approve the connection again.
  • If the panel specifically asks for payout access, click Reconnect Xero before retrying payout bank transactions.
  • After correcting the connection or accounting setup, use Push to Xero now or Pull from Xero again. Each action reports its whole result beside the controls; the panel does not offer a single-record retry.
  • Check /status for a current WaterMark service incident before disconnecting a working connection.
  • The add-on must remain active before the panel offers Connect to Xero.