# Xero FAQs

Answers to common questions when integrating with Xero.

<details>

<summary>How do I connect to Xero?</summary>

Refer to our getting started guide - <https://help.tahua.io/getting-started-with-xero>

</details>

<details>

<summary>How do I disconnect from Xero?</summary>

Refer to our getting started guide - <https://help.tahua.io/getting-started-with-xero>

</details>

<details>

<summary>How do I map an Tahua Applicant to an existing Xero Contact?</summary>

1. Map an Applicant to a Xero Contact.
2. Navigate to the Applicant page in Tahua.
3. Locate the Xero Contact field.
4. Find the Xero Contact field on the Applicant page.
5. Edit the Xero Contact value.
6. Hover over the Xero Contact value and click it to edit.&#x20;
7. Select and save the Xero Contact.
8. Locate the Xero Contact from the list and click the Tick icon to save the value.&#x20;

</details>

<details>

<summary>When does a Milestone get synced to Xero as a Bill?</summary>

Milestones can be synced to Xero at different points in the Milestone lifecycle, depending on your Organisation's needs.

You can choose which points you want to sync at from the Xero settings under your Organisation settings by going to your Settings > Organisation menu and clicking on "Edit Details".

The following sync points are available for you to choose from; you can select multiple if you wish.

![Milestone sync points](/files/0243d096811fe487cb672ef61599be32b587ca8f)

If you are not using Contracts within Tahua then the only option that is applicable is "When the Milestone is approved".

</details>

<details>

<summary>What account code are bills coded to in Xero?</summary>

You are able to choose which account code your bills are coded to within your Tahua organisation settings.

Navigate to Settings > Organisation and click on "Edit details", locate the Xero Account Code field below:

![Xero Account Code field](/files/7b101e91fce5734430c532a4bd05ce4184510b7d)

</details>

<details>

<summary>How often is payment information synced back to Tahua?</summary>

Payment information is pulled from Xero every 24 hours around midnight NZT.

</details>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.tahua.io/knowledge-base/integrations-help-guides/xero/xero-faqs.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.