> For the complete documentation index, see [llms.txt](https://docs.roaddirect.co.nz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roaddirect.co.nz/eboard/settings/xero-integration.md).

# Xero integration

The Xero integration links your eBoard users and clients to the matching employees and contacts in your Xero organisation, and can import Xero contacts as new clients.

To open it, go to **Settings** → **Xero Integration**. The connected **Xero Organisation** is shown at the top of the page.

## Sync Xero employees

Links eBoard [users](/eboard/resources/users.md) to Xero employees.

1. Click **Get Xero Employees**.
2. For each Road Direct user, choose the matching **Xero Employee**, or **Create New** to create the employee in Xero. Use **Select all** to select every row.
3. Click **Sync users**.

Use **Reset New Sync Selections** to start again. Tick **Show existing syncs**, **Show disabled Road Direct users** or **Show deleted Road Direct users** to include those users in the list. A synced user's Xero Employee Id appears on their user record.

## Sync Xero contacts

Links eBoard [clients](/eboard/resources/clients.md) to Xero contacts.

1. Click **Get Xero Contacts**.
2. For each Road Direct client, choose the matching **Xero Contact**, or **Create New** to create the contact in Xero.
3. Click **Sync clients**.

## Import Xero contacts to Road Direct

Creates new eBoard clients from your Xero contacts.

1. Click **Get Xero Contacts**.
2. Tick the contacts you want to import. Use **Show only Xero customers** or **Show only Xero suppliers** to narrow the list.
3. Click **Create Road Direct clients**.


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