Learn how to connect and configure the Xero integration in MRI Vault, map staff and accounts, and send sales, payroll, and advertising transactions to Xero for Australia and New Zealand.

This article covers:

About the Xero integration

The Xero integration is available to MRI Vault subscribers in Australia and New Zealand. It lets you automatically generate sales invoices, apply credit notes for reversed sales, update payslips with commission line items, and push advertising invoices to Xero (with optional payment sync back to MRI Vault).

Data flow at a glance

Chart of Accounts in Xero is matched to fees and sales items MRI in Vault
Tracking Categories in Xero are assigned to MRI Vault staff and sales line items
MRI Vault Users are mapped to Xero Employees
Property sales transactions trigger the creation of Sales Invoices in Xero
Fallen, cancelled, or reversed sales result in Credit Notes in Xero
Property sales transactions update Payslips in Xero Payroll
Advertising/marketing invoices are sent from MRI Vault to Xero, with optional payment updates from Xero back to MRI Vault

Note: You must have Xero Integration access enabled in User Management Settings before you can view or set up the integration.

Before you begin

Ensure your user account has Xero Integration access in User Management Settings
Confirm you can log in to Xero and have the necessary permissions to authorise the connection

Tip: If you manage multiple Xero orgs, verify you’re connecting the correct one during authorisation.

Connect MRI Vault to Xero

Go to: Office Integrations > Xero
Select Connect to Xero
When redirected to Xero, sign in and grant access to MRI Vault (authorise prompts)
After authorisation, the integration shows as Connected. You can disconnect at any time

Note: If no data is processed for 90 days, the Xero connection auto-expires, and you’ll need to reconnect.

Set up Xero integration options

Once connected, configure how MRI Vault should create and send transactions:

Automation

Automation - When enabled, MRI Vault automatically processes sale transactions in the Pending Queue every ~5 minutes
- If disabled, you can manually process items in the Pending Queue

Note: Payroll transactions and Advertising invoices are not automated even when Automation is enabled.

When to raise sales invoices

Raise Sales Invoices on - Choose when the sales invoice is created in Xero:
- Unconditional, Settlement, or Section 27 (Victoria) / Release of funds (NZ)

Note: An invoice is always raised on Settlement, regardless of your selection, to ensure every sale generates an invoice.

Who to set as the invoice contact

“Contact” for Invoice - Choose Property address or Vendor name as the Xero contact on the invoice

What to include on the invoice

Advertising Recoverable - Invoices advertising expenses added to the property
Pre-Distribution Deductions Recoverable - Includes pre-distribution deductions from the sales details
Conjunctional Commission Fee - Adds a line for conjunctional office/agent (from sales splits)
Salesperson Share Accrual - Creates a salesperson share accrual in Xero (requires Chart of Accounts mapping)
Conjunctional Commission Accrual - Creates a conjunctional commission accrual in Xero (requires mapping)

How to show commission line items

Choose one of the Commission Line Items options:

Agent Gross Splits

One line per salesperson split (excl. conjunctional)
Amount = Gross for that split
Total invoice = total revenue into the business.

Agency/Salesperson Shares

Two lines - Agency share and Salesperson share
Salesperson share = sum of Net amounts in Agent Allocation (excl. conjunctional)
Agency share = remainder of gross commission

Agency Share/Salesperson Line Items (per split)

For each agent split, create one Agency share line and one Salesperson share line

Map your data to Xero

Select Match Staff to map MRI Vault staff to Xero Employees
Select Match Chart of Accounts to map MRI Vault actions/fees to Xero accounts
Select Match Tracking Categories to assign Xero Tracking Categories to Vault staff and sales lines

Tip: If a line item is missing from an invoice later, review the Match Chart of Accounts to make sure all items are mapped.

Configure payroll settings

Select Payroll in the integration settings
Choose the Earnings Rate for commission
Tick the MRI Vault staff who should receive payslip updates (must have active payroll in Xero)

What's next?

Learn how to process transactions in MRI Vault with Xero, including sending invoices from the Pending Queue and managing payment updates. You can also troubleshoot and resolve common errors.