1. Sign Up and Log In
Ensure you have signed up and logged into your Tofu organization.
Choose the entity you want to integrate with your Xero organization.
2. Access Settings
Click on the entity you want to integrate.
Navigate to the 'Settings' section.
3. Select Integrations
In the settings menu, select 'Integrations'.
Click on 'Add New' in the integrations list.
4. Connect to Xero
Select 'Xero' from the list of integrations.
Click 'Connect' to initiate an authentication session.
5. Authenticate Your Xero Account
If already logged into Xero, it will automatically log you in.
Choose the Xero organization you want to connect to and click 'Allow Access'.
6. Select Organization in Tofu
After authentication, return to the Tofu app.
Select the correct Xero organization from the list to connect.
7. Configure Auto-Publish & Auto-Import Settings (New Update)
Tofu now allows you to control how documents sync with Xero for each document type individually.
Instead of one universal “auto-update” switch, you now have separate Auto-Publish and Auto-Import options for:
AP Bills
Auto-Publish AP Bills - Automatically publishes extracted AP bills to Xero.
Auto-Import AP Bills - Automatically imports updates and changes from Xero into Tofu.
AR Invoices
Auto-Publish AR Invoices - Automatically publishes extracted AR invoices to Xero.
Auto-Import AR Invoices - Automatically imports AR invoice updates from Xero into Tofu.
If you're not ready to sync a specific document type, simply toggle those options off.
With all sync settings disabled, Tofu will still read currencies, chart of accounts, tax rates, and suppliers from Xero.
For more details, see: Understanding Auto-Publish & Auto-Import in Tofu
✨ Coming Soon: Bank Statement Controls
Bank Statement syncing and automation controls are currently underway and will be added to this section once available.
8. Verify Integration
Once activated, the label will change to 'Connected'.
Check the accounting settings to ensure currencies, tax rates, accounts, and suppliers from Xero are present.
9. Who gets email alerts if your integration disconnects?
When a QuickBooks Online or Xero connection drops, Tofu automatically emails the right people so it gets fixed quickly:
If your entity has at least one Entity Manager:
We email the Entity Manager(s) immediately when the integration disconnects.
If it’s still disconnected, we send reminder emails after 12 hours and 36 hours
After 108 hours (4.5 days), we also email the organization owner and all admins.
If your entity does not have an Entity Manager assigned:
All four emails are sent to the organization owner and all admins.
💡 Tip: Assign an Entity Manager for each entity so disconnection alerts go straight to the person who can fix them first.
10. Update Categories if Needed
If you need to update categories, do so in your Xero organization.
Force a refresh from Tofu settings to sync changes immediately.
