INTEGRATION · ACCOUNTING

Xero

Available

International alternative to QuickBooks; same rollup targets.

WHAT IT DOES

How Xero composes with Merkava.

HOW TO CONNECT

Connect in two clicks.

Screenshot: Settings → Integrations
QUESTIONS

Xero integration — questions, plainly answered.

Does the Xero integration cost anything extra?

Free with any Merkava plan. Xero's own subscription applies separately. The integration itself ships free with Merkava; you don't pay per event, per record, or per sync.

Which Merkava plugins use Xero?

The Finance department ($49/mo, free in the Full C-Suite). The integration is shared across your Merkava departments — connect Xero once and any plugin that needs finance data has it.

How does authorization work?

OAuth 2.0 via Xero's app marketplace; scoped to one Xero organisation. Merkava never sees your password — you authorize through Xero's standard auth flow and revoke access from your Xero account at any time.

What Xero permissions does Merkava request?

accounting.transactions, accounting.contacts, accounting.reports.read, offline_access. We request the minimum scopes needed for the use case; nothing broader than what's required to pull P&L, balance sheet, AR aging, and cash position into Merkava's Finance department — the alternative to QuickBooks for non-US operators. Operators see and approve the exact scope list at install.

Is the integration two-way?

Mostly inbound. Merkava reads accounting data; the only outbound action is creating invoices/expenses when the Finance department proposes them and the operator approves.

Does this work with Xero's free tier?

No — Xero requires a paid subscription. The integration works with all Xero tiers (Starter, Standard, Premium).

Can I disconnect at any time?

Yes. Settings → Integrations → Xero → Disconnect in Merkava, or revoke the authorization from your Xero account directly. Disconnect stops sync immediately. Data already pulled into Merkava remains in your tenant; you can purge it from Settings → Data → Purge Integration Data if you also want it cleared.

What happens to my Xero data if I cancel Merkava?

Your Xero data stays where it is — Merkava only stores a synced copy for the plugins that need it. Cancellation lets you export your tenant's data (Settings → Data Export) and the synced copy is deleted at the end of your billing period. The original Xero account is unaffected.

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