Portal 360 + Xero
Connect Xero to keep client and contact records, invoices and billing information in step with Portal 360, so your team never re-keys data between systems.
What connects
Sync clients, contacts and invoices with Xero.
Clients & contacts
Invoices
Available on every plan
How it works
Connect Xero
Open Marketplace > Apps, choose Xero, check its requirements and click Connect, then sign in and approve access.
Choose what syncs
Pick the records and folders you want Portal 360 to keep in step.
Work from one place
Your team works in Portal 360 while data stays current in both systems.
Immutable backups
Tamper-proof copies of your data
ISO 27001 certified security
Independently audited
99.99% uptime SLA
Built to stay available
Australian data centre and hosting
Your data stays onshore
Xero guides
Xero Practice Manager (XPM) integration: keep jobs, time and clients in sync
Xero Accounting vs Xero Practice Manager: which should you connect to Portal 360?
Troubleshooting Xero Connection Issues
Migration program
Switching practice management software? We move you across.
For a fixed A$2,999 per practice (ex GST), our team completes your data transfer and sets up the whole of Portal 360 for you.
Frequently Asked Questions
Xero is available on every plan, including Discovery.
Ready to get started?
Our team is happy to help.
Reach out to us and we’ll get back to you quickly.