Xero Integration for Transport & Logistics – Seamless Xero Accounting Sync, Automated Invoicing, Driver & Carrier Management | worxTMS.com

Xero Integration for Transport Management Software

Instantly integrate worxTMS.com with your Xero accounting software for transport and logistics. Our Xero integration automates invoice creation, syncs drivers and carriers, and keeps your business efficient, compliant, and ready—no technical setup required.

Why We Ask for Small Changes: You know your accounting system better than worxTMS. That’s why, instead of changing the way you already work, we simply ask you to make a few light, non-intrusive adjustments inside the system you know best. This way, by the time you integrate with worxTMS, everything just worx.

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No Changes Needed to Test: You can try worxTMS with your Xero system immediately—no changes are required. Our system will automatically apply default settings for any fields it cannot read, and after integrating, you’ll see why those small recommended adjustments help everything run smoothly.

Create Xero Groups

Step 1: Create Two Xero Contact Groups ("Drivers" and "Carriers")

Before connecting, create two dedicated contact groups in your Xero account, named Drivers and Carriers. This is a one-time setup and takes just a minute.

  • Why Groups? They allow worxTMS.com to automatically sync your drivers and carriers with Xero.
  • How to Create:
    1. Go to Contacts in Xero.
    2. Click Groups or "New Group".
    3. Create one named Drivers, and one named Carriers.
    4. Save both groups. Done!
  • Important: Spelling must be exact — Drivers and Carriers.
Assign Contacts to Groups in Xero

Step 2: Assign Your Contacts

Assign relevant drivers and carriers to the newly created groups:

  • Select contacts in Xero and click "Add to Group".
  • Choose either Drivers or Carriers.
  • You’re always in control—edit groups anytime.
No Mapping Required: Once contacts are in the group, they’re ready to sync. No coding. No confusion.

Step 3: Connect worxTMS.com to Xero

  1. Click "Connect to Xero"
    Accounting Login Page
  2. Login with Xero credentials
    Xero Login Page
  3. Complete MFA if required
    MFA
  4. Allow access to worxTMS.com
    Access Approval
  5. You're Connected!
    Connected
All in One Place: worxTMS.com handles the entire process inside our platform. We never store your credentials.

Your Data, Your Xero, Your Process

  • No Data Stored: worxTMS.com reads data from Xero when needed. It never saves, copies, or edits it.
  • Contacts Managed in Xero: Add/remove drivers and customers directly in Xero. worxTMS.com syncs them automatically.
  • Invoices Are Drafted Only: You remain in charge. We only create draft invoices.
  • Offline Mode: If Xero disconnects, fields fall back to defaults—never blocking your workflow.

Delete or Update an Invoice

If you need to delete an invoice already created, simply Void or Delete it in Xero. worxTMS will automatically detect the change and:

  • Remove the invoice from worxTMS so you can create it again without conflicts.
  • Update any changes to Customer Ref / Order Number made in Xero.
  • Sync updated pricing, service, or totals back to worxTMS automatically.

Even easier: If you’ve already created the invoice but only need to change the Price, Ref No, Service, or other details, there’s no need to void or delete. Simply update the invoice in Xero, and these changes will be sent to worxTMS automatically. No worries about data mismatches, duplicates, or manual updates!

Tip: worxTMS keeps all invoice data fully in sync with Xero, so your workflow remains smooth, accurate, and worry-free.

Shipment Workflow: Xero Integration

  1. Create contact groups: Drivers and Carriers.
  2. Add contacts to the groups.
  3. Login to Xero via worxTMS.com.
  4. Start creating shipments and exporting draft invoices.
  5. If Xero is disconnected, system falls back to defaults.
  6. Reconnect any time. Full privacy control.

Pro Tips & Best Practices

  • Disconnect at any time to stop data syncing.
  • No data is written back to Xero—only read.
  • Offline? Defaults kick in to avoid disruption.
  • Update contacts in Xero. worxTMS.com always syncs latest.
  • All security handled by Xero’s login process.

Watch: Xero Integration Video

Need help? Watch this walkthrough for step-by-step guidance on integrating Xero for automated invoicing, driver/carrier sync, and seamless accounting in worxTMS.

Watch: Simple Walkthrough – Add & Invoice a Shipment

Need help? Watch this quick video to see just how simple it is to add a shipment and instantly generate an invoice inside worxTMS.com!