A clean client-to-contact map
Map Xero contacts to agency clients, then compare the reporting period, currency, invoice status, and credit notes. A renamed business should not create a second client in your profitability report.
A useful first workflow
- Choose a reporting period and a named owner for the connection.
- Review the proposed client or team mappings before importing data.
- Keep source totals, imported totals, and unresolved records visible.
- Compare the result with the source system before using it in a client decision.
What the connection should not do
Treat accounting and payroll as separate connections. Payroll availability and permissions vary by market; do not assume one consent covers both.
The accounting or payroll platform remains the source of truth. A missing field, expired permission, or incomplete period should be shown as missing—not silently converted to zero. Any future write action would need a separately reviewed permission and an explicit approval step.
From data to a better decision
Use this information to ask whether the team can serve another client sustainably, which services consume too much effort, and whether automation frees time for strategy. Do not call recovered staff hours cash savings unless a real expense falls.
Read the agency margin guide → · Try the savings model →
Implementation reference
Xero platform documentation ↗. Product scope, provider approval, geography, and permissions must be verified during implementation.