Make repeating invoices useful for analytics
Transform invoices, credit notes, payments, and optionally receive money transactions into subscription data for ChartMogul.
Xero to ChartMogul integration
Turn Xero invoices into MRR, churn, and retention reporting in ChartMogul while continuing to bill customers in Xero.
Included with ChartMogul
Including its free tier. Optional custom sync logic: $100/mo.
Connect XeroCreate a free SaaSync account, then connect your accounts.
What you can do with Xero and ChartMogul
For subscription businesses using Xero invoicing that need recurring-revenue reporting alongside their accounting workflow.
Map products the way you bill
Use Xero Items as products, or choose account codes when your sales accounts represent the products you sell.
Bring history with clear boundaries
Import available historical transactions or choose a starting date. Receive money transactions are optional and disabled by default.
Identify service periods
Use repeating invoices, complete dates in line descriptions, or enable service-period inference from recognizable billing terms.
Review missing subscription details
Incomplete records enter the SaaSync review queue, where you can classify one-time items and supply information before sending it to ChartMogul.
Keep cancellations connected to billing
Use the end date on a repeating invoice template, configure SaaSync auto-cancellation, or record a cancellation manually.
A $200 monthly plan adds $200 MRR
Enter the subscription’s service period in the invoice line description. SaaSync uses those dates to turn the subscription charge into monthly recurring revenue.
Xero invoice
| Item | Amount |
|---|---|
| Gold Plan (Monthly)DescriptionSubscription service period from Jan 2, 2026 to Feb 2, 2026. | $200 |
| TrainingDescriptionOne-time training fee. | $300 |
| Invoice total | $500 |
In ChartMogul
- Service period from the description
- Jan 2, 2026 – Feb 2, 2026
$200 ÷ 1 month =
$200 MRRMonthly recurring revenue
Non-recurring revenue$300
Training fee · Excluded from MRR
Keep one-time fees on a separate Item. SaaSync can usually read the service dates from the line description; you can fill in missing subscription details in the review queue.
How to connect Xero to ChartMogul
- Create a free SaaSync account and authorize Xero with at least Standard user access.
- Connect ChartMogul with a read/write API key. Choose your history, product mapping, receive money, and cancellation options.
- Review the initial import and resolve incomplete records. The documented Xero sync cycle is every 30 minutes.
Bundled with ChartMogul
Xero is included at no cost when you subscribe to ChartMogul or are within their free tier. Custom sidecar logic is $100/mo.
Xero integration questions
1. Can I import my existing Xero history?
Yes. Import available history by leaving the starting-date setting blank, or choose a transaction date to begin from.
Read the detailed guide2. What if we use account codes instead of Xero Items?
Enable Use Accounts as Products. SaaSync then uses your Xero account codes as the products sent to ChartMogul.
Read the detailed guide3. How often does Xero sync?
The documented sync interval is every 30 minutes, reflecting Xero API limits. Initial imports may take longer depending on history and processing.
Read the detailed guide4. How are cancellations handled?
Set an end date on the repeating invoice template so SaaSync can use it as the cancellation date. SaaSync also offers configurable auto-cancellation and manual cancellation. Deleting the template does not expose a reliable cancellation event through Xero’s API.
Read the detailed guide5. Will receive money transactions be imported?
They are disabled by default because another billing system may already import them. Enable them when appropriate for your data sources.
Read the detailed guide6. Will all invoices sync without review?
Not always. Complete product and service-period information improves automation. Records with missing information can be completed in SaaSync’s review queue.
Read the detailed guide7. What does the integration cost?
Included with ChartMogul. Including its free tier. Optional custom sync logic: $100/mo.
8. Where do I start?
Create a free SaaSync account, connect your billing source, and add ChartMogul as the destination. Follow the linked setup guide for the permissions and options your source needs.
Need custom rules for your billing data?
Optional custom sync logic starts at $100/mo. Talk to us about your billing model, import rules, or migration needs before choosing a setup.
Start connecting Xero
Create your SaaSync account and follow the connection guide. If your billing setup needs a closer look, contact us before importing.
Connect Xero