Connect Xero to EDI instantly
Join thousands of businesses moving EDI orders, invoices and fulfilment updates between Xero and their trading partners on XEDI, no manual re-keying.
No credit card needed ✦ Free EDI mailbox included
Getting started with Xero EDI
XEDI connects Xero accounting workflows with EDI document exchange, helping finance and operations teams reduce manual invoice processing, improve matching and keep trading partner document flows moving.
One managed platform, no custom code
XEDI maps Xero to your trading partners and validates every document, so data flows straight into the systems your teams already use.
Xero is your ledger, not your warehouse
Xero holds contacts, invoices, bills and credit notes. It does not hold packaging hierarchies, delivery windows or the GLNs a retailer identifies its depots by, and it has no native way to receive a purchase order from a trading partner.
That shapes what a Xero EDI programme is. The inbound order and the despatch detail are handled in the platform and in whatever you fulfil from; Xero's part is the financial end, where the invoice has to match what the retailer ordered and received.
Invoice matching is the whole game
A retailer matches your invoice against its purchase order and its goods receipt before paying. An invoice raised in Xero without the order reference and the delivery reference in the fields the partner reads cannot be matched, and becomes a query rather than a payment.
Tax treatment is the other frequent cause. A rate that is correct in Xero but expressed differently in the message reads to the retailer as a price discrepancy and is resolved slowly, by people, at month end.
What your team sees day to day
You get an EDI mailbox and a portal that works like an inbox. Orders arrive from the retailer and your team is notified, without anyone watching a portal per customer.
The order carries through to the despatch advice, amended where the delivery differs, with SSCC labels for the pallets, and becomes the invoice that reaches Xero carrying the references the retailer needs to pay it. Delivery of that invoice is confirmed in the dashboard, which is the difference between an invoice that is late and one that never arrived.
The integration sits over that workflow and automates the finance end, so the invoice reaches Xero with the retailer's references already on it. Smaller teams run from the portal and key the invoice once. An integration removes that step, and our API is for enterprises wanting finer control over their finance data.
Documents you can exchange
- Invoices
- Credit notes
- Purchase order data where required
- Customer and supplier references
- Payment and tax details
Built for Xero teams
Whoever owns Xero in your business, XEDI keeps EDI accurate and hands-off.
- Finance teams
- Small and mid-sized suppliers
- Order processing teams
- Accounts receivable teams
- Businesses moving away from manual invoice entry
Xero EDI document types
A Xero programme is usually built from a narrower document set than a full ERP integration.
| Document | What it carries | Direction |
|---|---|---|
| Purchase orders | Retailer demand received and handled in the platform, since Xero has no native inbound order flow. | Partner to XEDI |
| Order acknowledgements | Confirmation of what will be supplied against the retailer's order. | XEDI to partner |
| Advanced shipping notices | Despatch detail sent ahead of delivery, assembled from your fulfilment process. | XEDI to partner |
| Invoices | Invoices raised in Xero, sent referenced to the order and delivery so the partner can match them. | Xero to partner |
| Credit notes | Credit notes against a previously sent invoice. | Xero to partner |
How to connect Xero with EDI using XEDI
Xero connections are among the quickest to stand up because the document set is small and the mapping is mostly financial.
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01
We scope which EDI documents should create or update records in Xero, and for which partners.
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02
We build the mapping between each partner's documents and your Xero contacts, items, tax rates and references.
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03
We configure validation so an invoice carries the partner's order reference and tax treatment before it reaches Xero.
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04
We prove the invoice and credit note flows against what the partner requires and against how your ledger is set up.
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05
You get invoices that carry what the retailer needs to pay them, and we keep them matching as references change.
Ready to connect Xero?
Talk through documents, mapping, testing and go-live with XEDI.
Everything about Xero EDI
Common requirements
- Xero organisation and access details
- Tax, currency and account code mappings
- Customer and supplier identifiers
- Trading partner invoice specifications
- Approval and exception handling rules
What we need from you to build it
Only the things we cannot hold for you. What each retailer needs on an invoice is already ours, and that is what decides whether it is paid on time.
- Xero access
- API access to the organisation, with permission for contacts, invoices and credit notes.
- Contact mapping
- Each trading partner mapped to a Xero contact, so invoices are raised against the right entity.
- Reference fields
- An agreed place for the purchase order and delivery references, matching where each retailer reads them.
- Tax rates
- Xero tax rates mapped to how the partner expects tax expressed on the message.
- Invoice numbering
- Unique, traceable numbering, since retailers reject duplicates outright.
Why suppliers choose XEDI for Xero
- Retailers are usually connected already, so invoices can start flowing correctly from the first order.
- Xero stays your accounts system; nothing about your bookkeeping changes.
- Invoices are validated against each retailer's matching rules before they are sent.
- The order and despatch side is handled for you, which Xero has no way to do.
- A new retailer means no new portal to re-key invoices into, and no setup work for you: we connect each one.
- If a retailer queries a document, they query it with us. We are notified on your behalf and correct it, rather than it surfacing as an unpaid invoice weeks later.
Can XEDI automate EDI invoices into Xero?
Yes. XEDI can map EDI invoice data to Xero accounting fields and validate required partner information before processing.
Plan your Xero EDI setup
Everything you need to scope, map and go live with Xero, in one place.