Managing your books shouldn't feel like a second job. By connecting Thryv to Xero, you bridge the gap between your daily operations and your accounting. For a busy contractor or service provider, this means that every time you finish a job and send an invoice in Thryv, that data flows automatically into Xero. You no longer have to spend your evenings manually typing customer details or payment amounts into two different systems.

This integration ensures your financial records are always accurate and up to date. It professionalizes your handoff between sales and accounting, giving you a clear view of your business health without the administrative headache.

This app will seamlessly sync all estimates, invoices, and payments made in Thryv to Xero, as well as keep your contact list up to date in Xero as you update current customers or create new ones in Thryv.

This app is only available for users in Australia and New Zealand and is not available in the US or Canada. 

Important Note on Access: To maintain the security of your financial data, only Admins on both Thryv and Xero accounts can authorize the initial sync with Xero. Additionally, for contacts and invoices to sync successfully, every customer record must include a valid email address.

Here is a map of how data will sync between Xero and Thryv

Article Contents:

• Before You Sync
• Installation Guide
• What To Expect From Sync
• Best Practices
• Uninstall
• FAQs

Before You Sync

• Contacts must have an email field to import their contact information and associated payments or invoices from Thryv and from Xero
  • If a contact in Thryv does not have an email, then this contact will not be created in Xero
• In addition, if the contact does not have an email, no invoices or payments associated with that contact will sync either. 
• Xero requires a Name field in order to sync a customer. If the First Name and Last Name fields are filled out in Thryv for a given customer, these will be combined to create the Name field in Xero. However if the last name is absent in Thryv, only the First Name will be represented in Xero.
• In addition, Xero does not allow multiple contacts with the same name. If a duplicate name is detected, the Thryv customer ID is appended to the contact name during sync.

Example of ideal contact:

• Contact has First Name, Phone, Email, and Address so all populated in the Thryv client record.

Installation Guide

To install, navigate to App Market and select Xero

Next, click on Get This App to begin the installation.

Grant Thryv the necessary permissions to connect Xero and Thryv.

Next, log into your Xero account. If you do not already have a Xero account, please click on Sign Up to create an account

Then grant permission to access to Xero

Once permissions are approved, your account is connected and you are ready to configure your sync options. In order to sync between Thryv and Xero, Xero must contain accounts to import Thryv data into. New Xero accounts may need to be created in order for data from Thryv to sync to Xero. Use the Select Account drop down to select which account to sync invoices and payments to. Or, click on Add an account to automatically create a new account in Xero with the account name Thryv Invoices/Payments to use for all of your payments and invoices.

The following sync options are supported. All of these options are an ongoing sync from Thryv to Xero starting as soon as the sync is set up. Data from before the sync will not transfer until it is edited.

• Contacts
• Quotes (called Estimates in Thryv)
• Payments (as long as they are associated with an invoice)
• Invoices

Each of these syncs must be set up individually. To choose one, click on Setup and Enable for the desired option. Once selected, choose an Organization and Account in Xero from the drop-down. Payment sync also requires a payment account.

There is no mapping required for the sync as the fields are pre-mapped. Here is a list of the pre-mapped fields for each sync.

Contacts: Ongoing Sync

Syncs Thryv Clients to Xero Contacts.

Pre‑mapped fields

• Name
• Email
• Address
• Phone

Required selection

• Organization (your Xero tenant)

Quotes: Ongoing Sync

Syncs Thryv Estimates to Xero Quotes.

Pre‑mapped fields

• Quote Number
• Date
• Status
• Line Items
• Expiry Date
• Title
• Summary
• Terms
• Tax Type
• Name, Email, Address, Phone

Required selections

• Organization
• Revenue Account
  • If not selected, a SALES account named “Thryv Account” is created automatically

Invoices: Ongoing Sync

Syncs Thryv Invoices to Xero Invoices.

Pre‑mapped fields

• Invoice Number
• Due Date
• Status
• Line Items
• Title
• Summary
• Terms
• Tax Type
• Name, Email, Address, Phone

Required selections

• Organization
• Revenue Account
  • If not selected, a SALES account named “Thryv Invoices” is created automatically.

Payments: Ongoing Sync

Syncs Thryv Payments to Xero Payments.

Pre‑mapped fields

• Payment Date
• Amount
• Invoice Number
• Due Date
• Status
• Line Items
• Title
• Summary
• Terms
• Tax Type
• Name, Email, Address, Phone

Required selections

• Organization
• Revenue Account
  • If not selected, a SALES account named “Thryv Payments” is created automatically.
• Payment Account
  • If not selected, a BANK account named “Thryv Payment Account” is created automatically.

Additional payment behavior

• Refunds: Created in Xero as credit notes for the refunded amount.
• Deposits on estimates: Created as prepayments and associated with the related invoice.

Once installed, the configured sync flows begin running automatically during the supported sync window. You can return to the integration settings at any time to:

• Edit account selections
• Enable or disable specific sync flows
• Review connection status

Records sync between 8:00 AM and 8:00 PM AEST (Brisbane time).

What To Expect From Sync

Now that you have successfully connected Thryv to Xero, here is what will happen next (according to the selections you made in the installation process):

• When a client is updated in Thryv, it will sync to Xero
• New contacts created in Thryv will be created in Xero
  • Note: If a client's address in Thryv is incomplete, the address will not sync to Xero
• New invoices sent in Thryv will be created in Xero
• New payments taken in Thryv that are associated with an invoice will also be created in Xero
• When a new client is created in Thryv, the display name in Xero will appear as FirstnameLastname, while the individual First and Last name fields will remain separate.
• Any invoices created in Thryv will sync to Xero. The following information from each invoice will sync:
  • Contact
  • Description & Quantity
  • Unit & Discount Amount
  • Date Issued & Date Due

In the same way payments will sync from Thryv to Xero. The following information from each payment will sync:

Keep in mind that a payment not tied to an invoice will not sync to Xero, as Xero does not support unassociated payments.

Best Practices: 

• High Thryver Tip: Before you start making invoices in Thryv, check the last invoice number you have in Xero, so you can set the Thryv Invoice to the next number, to keep everything in order. (Otherwise, Thryv will set the invoice. So if it is your 1st invoice in Thryv, the 1st invoice sent in Thryv and recorded in Xero online will be 1.)
• Recording a Payment NOT tied to an Invoice:

Keep in mind that a payment not tied to an invoice will not sync to Xero, as Xero does not support unassociated payments.

• Taxes - Due to the way taxes are created in Xero, where Xero only allows one tax rate and Thryv can have multiple, users must create tax rates for the total tax rate on the invoice. For example:
  • If an invoice transfers from Thryv to Xero with an 8% State tax and a 2.5% City tax, you should add these together and create one tax rate of 10.5%
• Unique Line Items - make sure that all of your line item titles (services and products) are unique, as Xero does not accept duplicate line item titles
  • Example: If your invoice contains 2 of the same service, do not enter each service one time on its own line. Instead, enter the service on 1 line and change the quantity to 2.

FAQs

Is the Sync between Thryv and Xero 2 way?

No, the ongoing sync is one-way from Thryv to Xero, where Thryv is the system of record.

Is email required to sync contacts between Thryv and Xero?

Yes. Email address is the unique identifier in Thryv and as such if no email is present in one software, that client will not be created in the other software

If I create an estimate in Thryv, will a quote be created in Xero?

Yes, Estimates in Thryv will be created as Quotes in Xero.

Can I sync a payment in Thryv without an invoice to Xero?

No, because Xero does not support payments without an invoice issued. A payment without an invoice will not sync from Thryv to Xero.

Will historical clients, payments, quotes/estimates and invoices sync? 

There is not an initial sync of historical data. However, when one of these items is updated, it will then attempt to sync.

Uninstall

1. While logged into Thryv, select the App Market
2. Select Xero within My Apps
3. Click on Launch App
4. Accept Terms and Conditions and click Connect to Xero
5. Click Uninstall in the upper‑right corner.
6. Confirm the uninstall when prompted.
7. Uninstalling removes all sync configurations and disconnects the linked Xero account.