1. Log in to tofu
Website app.gotofu.com
Enter your credentials.
Make sure your organization name is visible at the top of the dashboard.
2. Select Entity and Access Integration Settings
Click on the Entity (Client Org) you want to integrate
Go to the Entity Settings menu (top right corner)
Click on the Integration tab
3. Add Xero Integration
Click Add Integration
Choose Xero from the list
Click Connect to begin the setup
4. Sign in to Xero
If prompted, log in to your Xero account
However, if you are already log-in to Xero at same web browser, most of the time this step will be skipped. (cont. to step 5)
5. Select Your Xero Organization
Use the dropdown to select your xero organization
Click Next
6. Enable Auto Publish and Self-Prompt (Recommended)
Toggle Auto Publish to automatically send documents and updates from tofu to Xero after you save.
To pull updates from Xero back into tofu (status changes, edits, deletions), use the Import action whenever you need it.
Enable Self-Prompt to allow tofu to learn from past entries and build a smarter knowledge base for future processing
7. Activate the Integration
Once you click Activate, you're all set! tofu is now connected to Xero.
8. Xero Integration's Data Flow
The chart below illustrates the data flow between tofu and Xero
9. Understanding Xero's API Limits
Xero limits how many requests any connected app, including tofu, can make in a given time window. When you publish or import in large batches, tofu paces and queues requests to stay within those limits so your actions complete reliably.
If a limit is reached, you may briefly see a message such as "You have hit the Xero limit, please retry after a few seconds." tofu retries automatically, and items that already processed successfully are not affected.
To keep large runs smooth, publish or import in batches within tofu's bulk limits. See Bulk Actions Overview.
For the technical details of Xero's rate limits, see Xero's official guide: https://developer.xero.com/documentation/guides/oauth2/limits/
10. If Xero Disconnects
If your Xero connection drops, tofu blocks extraction review for this entity until it is reconnected. Entity Managers will see a Reconnect button that leads back to this integration setup; other roles will be asked to contact a manager.
