Xero Integration by Gravity CX

Bring your customers' Xero financials into Zendesk. When an agent opens a ticket, this app matches the requester to a contact in your connected Xero organisation and surfaces their account at a glance — no tab-switching, no copy-pasting.

What you can do

• Auto-match the requester to their Xero contact by email, falling back to phone number
• Search Xero for any contact by name, email, or phone number — right from the sidebar
• View invoices grouped into outstanding, paid, and draft, with the current outstanding balance per currency and overdue flags
• Open full invoice details inside Zendesk — line items, discounts, tax, and totals — without leaving the ticket
• Jump to Xero for any contact or invoice in one click
• Read-only — the app never edits anything in Xero

How we use your data

This app is read-only and privacy-first. It reads the ticket requester's email address and phone number from your Zendesk account and uses them to look up the matching contact and their invoices in your connected Xero organisation, through Zendesk's secure proxy. That information is shown in the ticket sidebar only — it is not stored by us, sold, or shared with any third party other than Xero (to fulfil your request). The connection to Xero uses OAuth authorised by your administrator; your Xero credentials are never exposed to the app or the browser.

For full details on what we collect and how we handle it, see our Privacy Policy.