Integration
TradesField and Xero.
When you approve a vendor in TradesField, a Xero contact is created with the ABN, bank details and address your team already verified. No retyping into Xero, no risk of paying a supplier whose details never made it into the books.
What moves between TradesField and Xero.
Here’s the field-by-field mapping: left column is what lives in TradesField, right column is where it lands in Xero.
- Trading nameContact name
- ABNTax number
- Remittance email (falls back to primary contact email)Email
- Primary contact phonePhone
- Supplier addressStreet, city, region, postcode, country
- Verified BSB and bank account numberBank account details
Documents travel too
Certificates of currency, licence cards and bank confirmations uploaded to TradesField are attached to the Xero contact automatically, so the supporting evidence lives with the record rather than in a separate folder.
When the sync runs.
What happens when a submission is approved in TradesField, and how the Xero record stays clean.
- On first approval
- When a vendor is approved in TradesField, a matching Xero contact is created within seconds. Attached documents land on the contact a moment later, once the contact itself is created.
- On an existing Xero contact
- Before creating a new contact, TradesField checks Xero for a match by ABN, then email, then name. If one is found, the submission is linked to that existing Xero contact — no duplicate is created, and existing fields on the matched contact are left untouched.
- Source of truth after approval
- TradesField remains the live record for the vendor's verified bank details, compliance status and contacts. When your AP team is about to cut a payment, the authoritative answer lives in TradesField — check there first, and update Xero if anything has changed since the initial sync.
How to connect it.
Connecting Xero is self-serve through Xero's OAuth flow. No emails back and forth, no credentials to paste.
- 01Open the Integrations panel in TradesField
In admin settings, find Xero and click Connect. You'll be redirected to Xero to sign in.
- 02Authorise the connection in Xero
Sign into Xero, pick the organisation you want TradesField to write contacts into, and accept the requested permissions. TradesField only asks for access to contacts and attachments — not invoices, bank feeds, payroll or any financial transactions.
- 03Approve a vendor
The first vendor you approve after connecting creates the first Xero contact. From then on, every approval creates or matches a Xero contact automatically.
TradesField checks Xero for a matching contact before creating anything. If one is found, the submission is linked to that existing contact so your books stay clean and duplicates stay out. The full matching behaviour is covered in the When the sync runs section above.
Onboard your next subbie in minutes, not weeks.
Walk through TradesField with our team, or jump straight into a 30-day free trial if you’d rather explore on your own.