Get advice on your Xero integration, have your plans and code reviewed, and get help with specific issues.
Building a Xero integration can involve questions your team hasn’t dealt with before, from how to structure the data transfer to how to handle connections for each customer.
We’ve built and maintained Xero integrations and Xero App Store apps for 8 years. As consultants, we’ll provide guidance, support and independent reviews to help your team make decisions and resolve Xero integration questions.
If your team has a clear idea of what the integration will do and just needs guidance around Xero integration specifics, our Xero Integration Playbook is the perfect option.
Who is this for?
Development teams who need advice and independent reviews from a consultant with Xero experience at one or more stages of an integration project.
You might be starting with requirements, already building, or preparing to deploy. We can also work with your team on an integration your customers already use, including migrations and Xero App Store certification.
Guidance at each stage
These are some examples of the guidance we can provide at each stage of a Xero integration project. The areas we’ll cover depend on your project and what your team needs.
Requirements
- Help clarify what your customers need the integration to do and which workflows it should support.
- Review which data moves between your application and Xero, and which system owns it.
Analysis
- Assess how your requirements map to Xero’s data model and API capabilities.
- Identify gaps, constraints and accounting questions to resolve before designing the integration.
Design
- Advise on authentication and connections for customers with one or more Xero organisations.
- Review your sync design, including data mapping, conflict handling and recovery from failures.
- Guide your team’s approach to API usage, rate limiting and retries.
Build
- Advise on developer workflows, such as using the Xero Demo Company for initial testing.
- Help your developers investigate and resolve specific issues during the build.
Test
- Identify test scenarios for accounting data, connection failures and interrupted syncs.
- Review how your team checks that records transfer correctly without duplicates or missing data.
Pre-go live
- Advise on monitoring API usage to help your team choose the most suitable Xero API tier.
- Review readiness for a planned migration or rebranding of an existing Xero app, including how customer connections will be preserved.
Certify
- Review your integration against Xero App Store certification requirements.
- Consult on meeting Xero’s security requirements.
- Help your team prepare for submission and respond to feedback from Xero.
How we work with your team
We’ll support your team as consultants, providing advice, reviewing requirements, designs and code, and helping your developers work through specific issues. Your team owns the implementation, testing and deployment; we don’t write or ship the integration as part of this engagement.
We’ll agree the scope, check-ins and review points before starting. You can bring questions and documents to those sessions, and we’ll attend meetings where our input is needed. We won’t attend every project meeting or take on the day-to-day running of the project.
How it works
The best place to start is with a chat about your project’s goals, status and timeline. Together, we’ll agree where your team needs support.
- Book a call to discuss your requirements.
- We’ll agree the consulting scope, check-ins, review points and duration, then send you a fixed-price quote.
- During the engagement, we’ll provide the agreed guidance, support and reviews as your team progresses with the project.
Xero Integration Partner engagements are fixed price, quoted individually based on the scope and duration.
Case study: Centaur Software
Centaur Software was planning a Xero integration for their desktop product. Their team had drafted requirements and wanted an independent review before proceeding with the design.
We reviewed the requirements, raised questions and recommendations, and met with their team to agree the scope. They then produced the design documentation, which we reviewed together in the same way.
Their developers could then start the build with an accurate and thorough set of documentation for the build.
FAQ
At any stage, from working out the requirements to preparing for go live or certification. We can also advise your developers during the build and review your team’s testing approach. The earlier you involve us, the easier it is to address issues before they lead to rework.
It depends on the advice and reviews you need. Analysis and design reviews can start with your requirements and documentation. For code reviews or help investigating a specific issue, we’ll need access to the relevant code.
We’ll agree the access needed for the work with you before starting.
The Xero Integration Playbook gives your team a tailored guide to work from independently. It suits integrations of low to medium complexity where your requirements are clear. It includes a kickoff call, three follow-up calls and 30 days of support for questions about the document. Your developers handle the design, implementation, testing and deployment.
Our Xero Integration Partner service provides consulting support for more complex situations over an agreed period. You can bring requirements, designs, code and specific questions to us for advice and review as the project progresses. Your team handles the implementation, testing and deployment.
This engagement covers consulting, guidance and review. Your developers build the integration. If you’d like us to build it for you, see our Xero integration services for the options.
