Xero Feature Kit

Xero Integration is a powerful 3rd party integration that gives our clients the ability to push bookings, payments, and payout transaction data from FareHarbor to Xero.

• Bookings: A booking creation in FareHarbor platform, will create an invoice in Xero with all relevant data
• Payments: Tracking of payment activities into the Xero dashboard
• Payouts: The integrations will show the money released by FareHarbor, to the client and where the payout is going to

This brings a lot of value to both our clients and FareHarbor.

Value for Clients:

• Automate Data Sync: Effortlessly transfer transaction details, invoices, and payments directly into Xero
• Streamline Reconciliation: Reduce manual entry and ensure your accounts stay accurate and up to date
• Boost Efficiency: Spend less time on bookkeeping and more time growing your business
• Stay in Control: Access detailed financial reports and insights, all in one place

Value for FareHarbor:

• Reduce client dissatisfaction that leads to churn
• Increase client acquisition: this has been a blocker for sales

Xero is a cloud-based accounting software platform designed primarily for small to medium-sized businesses. It offers a suite of tools to manage a company’s financials in an easy-to-use, web-based interface.

Key functions of Xero:

• Bank Reconciliation: Automatically imports bank and credit card transactions and matches them to invoices, bills, and other entries.
• Invoicing: Create, send, and manage invoices. You can also set up recurring invoices and get paid online.
• Bills and Expense Management: Track and pay bills on time, manage expenses, and capture receipts via mobile.
• Payroll: (Available in select countries) Manage employee payroll, benefits, and tax filings.
• Reporting and Analytics: Real-time dashboards and customizable reports for cash flow, profit/loss, and balance sheets.
• Inventory Management: Track stock levels and manage inventory with integration into sales and purchases.
• Multi-Currency Support: Handle international transactions with automatic exchange rate updates.
• Learn more

• Tiers: Any
• Regions: All
• In general: Existing clients and prospects using Xero

There is no monetization involved with this feature.

Not Available

It is possible to sync Xero and FareHarbor items through the process of mapping. When FareHarbor items are mapped to Xero items and the client gets a FareHarbor booking for that item, that booking will come into Xero as an invoice.

This is all done in Settings > Integrations > Xero.

Users will need to map the following: Contact, Bank account in FareHarbor, Revenue account, Bank account, and all applicable Items (users may need to create additional accounts in Xero to ensure this integration works as expected).

The invoice will show the following:

1. Customer: FareHarbor
2. Invoice number: Per the account settings in Xero
3. Invoice date: date when the availability will/has happened
4. Item: The name of the Item in Xero
5. Description: Includes the FareHarbor Booking ID
6. Payment date: date when company received payment
7. Product / Service: the item that is mapped
8. Total amount (inclusive of tax)

The Bank accounts section will show the statement balance and the balance in Xero.

Below are additional resources to share with clients:

• Xero Integration One pager
• Close email template
• Website Landing Page (Coming soon)
• Success Stories (Coming soon)

• Training Deck
• Recorded Training
• Demo video

• Refunds – End of October
• Cancellations – End of October
• Rebookings – End of October
• Taxes – End of October
• Fees – End of October
• Differentiation of booking source (affiliates, cash, etc.) – H1 2026
• Customer type breakdown – TBD
• Expenses and discounts – TBD
• Custom fields – TBD
• Multi-tax – TBD

Don’t see an update here? Submit the client and functionality gap to the idea box.

More information to come…

• Refunds
• Cancellations
• Rebookings
• Taxes
• Fees
• Differentiation of booking source (affiliates, cash, etc.)
• Cash basis accounting – allowing Xero invoices to be created based on booking/payment created date
• Support for priced custom fields
• Customer type breakdowns
• Support for Private Charter setups
• Two way integration
• Multitax
• Syncing items with Xero