The Xero integration with Re-Leased syncs financial data between both platforms automatically. This article explains what syncs in both directions, what is managed exclusively in Xero, and how specific data types flow.
Data Managed in Both Re-Leased and Xero
Contacts — can be created, updated, and unarchived in either system. Archiving is only available in Xero.
Invoices (Income Invoices and Bills) — manageable in both platforms. Only Approved or Awaiting Approval invoices in Re-Leased sync to Xero; Draft invoices do not. Voiding can be done in either system.
Credit Notes — created and managed in both systems.
Payments — can be processed in either Re-Leased or Xero. Voiding or reversing must be done in Xero.
Attachments — invoice and credit note attachments are synced between both platforms.
Note: Transactions tagged as spend money or receive money in Xero do not sync with Re-Leased.
Data Managed Exclusively in Xero
The following are managed only in Xero after integration — they sync to Re-Leased but cannot be edited there:
Tax Types
Chart of Accounts
Tracking Categories
Voiding/Reversing of Payments
Reconciling of Transactions
Bank References, Bank Name, Particulars & Codes
Sync Directions for Specific Data Types
Tax Rates and Chart of Accounts — one-way from Xero to Re-Leased.
Tracking — one-way from Xero to Re-Leased.
Contacts — two-way (create, update, unarchive); archiving is Xero-only.
Invoices and Credit Notes — two-way. Only Approved or Awaiting Approval invoices sync; voiding is mirrored.
Attachments — two-way.
Payments — two-way; voiding/reversing is Xero-only.
Discounts on Income Invoices — percentage and fixed-amount discounts are supported and synced, keeping totals accurate across both platforms.
Rounding on Invoices — supported for both positive and negative variances. Re-Leased automatically adds a rounding line item using Xero's dedicated "Rounding" chart of account and syncs this back so both platforms stay aligned.
Important Note
The integration creates a strict one-to-one connection between a Re-Leased company and a Xero company. Once connected, you cannot re-pair with a different Xero company.