SherpaDesk &
Xero Integration

Stop running around and start running your business. SherpaDesk is the simple all in one solution for professional services who need help in managing their customers and tracking billable time.

Easily update your Xero’s customer’s account data with SherpaDesk

Sync your customer details, technician time, expenses, travel, invoices and staff payments between your help desk and Xero Online.
The common issue with billing for your time and expenses on your customer contracts is the delays or lack of communication between your support system and your accounting solution. SherpaDesk allows you to capture all of your customer’s billable information and easily push this data over to Xero Accounting.

Key Features

One-Click Mapping

SherpaDesk makes it easy to sync time, staff payments and invoices into your Xero Accounting solution by allowing you to map data on the fly.

Easily Add Time and Expenses

Technicians are able to easily add time, expenses and travel in SherpaDesk over email, on their mobile app or via the web so that nothing falls through the cracks.

Create Multiple Rate Plans  and Support Packs

Add multiple rate plans to customer accounts to support flexible billing — including fixed, tech-based, task-based pricing, and hour rollovers.

SherpaDesk Simplifies Your Xero Integration

Full Invoice Sync

SherpaDesk also allows you to sync and send entire invoices. It’s as easy as clicking on the icon and waiting for it to turn green!

Map Data on the Fly

SherpaDesk allows you to map your customer data on the fly. When pushing time over to Xero you are able to either map or build your customers and task type.

Seamless Tax Sync

SherpaDesk enables you to have your Xero tax rates automatically injected into SherpaDesk and added to invoices. You can also create invoices in SherpaDesk and have the correct tax rates applied after syncing with Xero.

Supported Integrations

How the Integration Works

A step-by-step process for how the integration works, including setup instructions and how SherpaDesk interacts with another application to streamline tasks.

learn more

About Xero

Xero is a world-leading online accounting software built for small business

Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s a small business accounting software that’s simple, smart and occassionally magical.
Run your business on the go. Use our mobile app to reconcile, send invoices or create expense claims, from anywhere.
Get paid faster with online invoicing. Send online invoices to your customers and get updated when they are opened.
Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

Learn More