Connecting Sodium to Xero

1. Overview

Sodium integrates with Xero to bring your accounting data into your practice management workflow. With the integration you can:

• Import your existing Xero clients into Sodium
• View invoices, outstanding balances, and overdue amounts for each client
• Create new clients in Sodium that automatically sync to Xero
• Click through from Sodium directly into Xero invoices

The connection uses secure OAuth 2.0 — you sign in to Xero, authorise Sodium, and you're done. No API keys to manage.

2. Getting Started

Sodium is available on the Xero App Store. If you're new to Sodium, the quickest way to get started is directly from the App Store listing:

1. Find Sodium on the Xero App Store and click Get this app
2. Sign in with your Xero credentials and authorise Sodium
3. Create your practice in Sodium
4. Your Xero organisation is connected automatically — no extra steps needed

3. Xero Accounting Connection

If you signed up or logged in to Sodium using your Xero account, the Xero accounting connection is already set up — there's nothing more to do.

Other users can connect Xero manually from the settings page:

1. Go to Settings > Accounting Connection
2. Select Xero
3. Sign in to Xero and authorise Sodium
4. If you have multiple Xero organisations, select which one to connect

Once connected, your organisation name is displayed on the settings page.

4. Viewing Invoices and Balances

Open a client record and go to the Invoicing tab. If the client is linked to a Xero customer, you'll see:

• Payment progress bar — total paid vs total billed
• Summary boxes — Total Billed, Outstanding, and Overdue
• Invoice table — invoice number, date, due date, amount, and status

Click any invoice row to open it directly in Xero.

5. Linking a Client to a Xero Customer

If a client wasn't imported from Xero, you can link them manually. Open the client record, go to the Invoicing tab, and click Choose Customer.

Option 1: Select Existing Customer

Search your Xero contacts and click Link Customer.

Option 2: Create New Customer

Fill in the customer details and click Create & Link. If a contact with the same email already exists in Xero, the existing one is linked automatically — no duplicate is created.

6. Importing Clients from Xero

1. Go to Clients > Import
2. Click Import Clients next to your Xero connection
3. Browse your available Xero contacts — select individual clients or import all

Contacts that have already been imported are marked as "Imported" and cannot be duplicated.

What gets imported

Imported data includes name, email, phone, company number, addresses, website, and additional contacts. Imported clients are automatically linked to their Xero customer record, so invoices and balances are available immediately.

7. Disconnecting from Xero

1. Go to Settings > Accounting Connection and click Disconnect
2. Confirm in the dialog

Your OAuth token is revoked on Xero's side immediately. Client records and mappings are preserved — you won't lose any data. Invoice and balance data will be unavailable until you reconnect.

8. What Data Does Sodium Access?

Transparency matters. Here's exactly what Sodium reads and writes in your Xero organisation.

Scopes requested: Contacts (read/write), Invoices (read), Accounting Settings (read)