Xero integration
Talks to Xero —both ways.
Invoices, payments, and contacts sync with Xero without re-keying a thing. Take a card on site, mark it paid, and it's in your books before you're back at the office.
Works with
Do the work, build the invoice
Line items pull from your flat-rate pricebook; labor and parts build straight off the work order. Nothing typed twice.
Take payment on site
Run a card on site or mark it paid by check or cash. The invoice closes out the moment the job does.
It lands in Xero
The invoice and the payment post to Xero on their own — same contact, same amounts, no re-keying at the office.
Contacts stay matched, both ways
New customers you add in Thermal show up as Xero contacts, and the ones already in Xero map across. One customer list, not two.
Two-way sync
Changes flow both directions — Thermal to Xero and back — so the books and the field agree without anyone reconciling by hand.
Built for cloud accounting
Talks to Xero's cloud directly. Your bookkeeper opens Xero to the same numbers you closed in the field — ready to reconcile against the bank feed.
Invoices, payments, contacts
The things that actually move money sync automatically — invoices, the payments against them, and the contacts they belong to.
Your data stays yours
Free, full export any time — customers, equipment history, invoices, agreements. No $250 ransom to leave. Month-to-month, no termination fee.
The honest coverage map
Who handles what.
Thermal isn't your accounting software, and it doesn't pretend to be. Here's the straight split: the service and equipment work Thermal owns, the books that stay in Xero, and the few things best left to the tools built for them.
The service and equipment side
What Thermal is built around — the part your accounting software was never meant to do.
- Equipment records and full service history on every unit you maintain
- Maintenance agreements and the renewals and recurring revenue they drive
- Preventive-maintenance work orders generated from the equipment itself
- Dispatch, scheduling, and the whole mobile field day — photos, signature, offline
- Flat-rate pricebook straight into the work order and the invoice
- A card taken on site, marked paid the moment the job closes
The books
Where your financials belong — Thermal posts to it, it doesn't replace it.
- General ledger, accounts payable and receivable
- Profit-and-loss, balance sheet, and the rest of your financial reporting
- Bank feeds and reconciliation
- Sales-tax (GST/VAT) tracking and returns
Everything else, in the right tool
Not bolted onto Thermal for the sake of a checkbox. These stay where they're done best.
- Payroll, run in your payroll provider
- Consumer financing on larger replacement quotes, through a financing partner
- Specialized tax filing or advisory, with your accountant
Is the sync one-way or two-way?
Two-way. Invoices, payments, and contacts stay in step in both directions, so you're never re-keying or reconciling two systems by hand.
What actually syncs to Xero?
Invoices, payments, and contacts — the records that move money. Take a card on site, mark the job paid, and the invoice and payment post to Xero on their own.
What happens to contacts already in Xero?
They map across to Thermal so you end up with one customer list, not two. New customers you add in Thermal flow back into Xero as contacts the same way.
Does it reconcile against my bank feed?
Thermal posts the invoice and payment to Xero with matching amounts, so they line up cleanly against your Xero bank feed at reconciliation time. The reconcile itself stays in Xero, where your bookkeeper expects it.
If I leave, can I take my data?
Yes — free, in full, any time. Customers, equipment history, invoices, and agreements export on demand at no charge. No termination fee, no export ransom.
Stop typing every invoice twice.
Thermal and Xero, in step. Start free — no card, no contract.