Currently only available to approved beta testers.
Overview
Connecting Xero to Navexa helps you keep your accounting records clean without manually re-entering investment activity.
Navexa sends your investment transactions to Xero (one-way), making it easier to match and explain Xero bank feed entries.
Important: What this integration does and does not do
What it does
Sends investment transactions from Navexa into Xero (one-way).
Creates detailed entries in Xero that you can match to your bank feed during Xero reconciliation.
What it does not do
It does not pull data from Xero into Navexa.
It does not auto-reconcile your bank feed inside Navexa. Reconciliation (matching) still happens in Xero.
What Navexa sends to Xero
Depending on your settings, Navexa can send:
Stock trades
Crypto trades
Dividends
What Navexa does not send to Xero (current scope)
The Xero sync is currently designed for investment trades and dividends. Other items are not included, such as:
Cash Account movements (deposits, withdrawals, transfers, interest, and fees)
Crypto staking rewards and other non-trade crypto activity (for example, transfers and airdrops)
Manually tracked assets that don’t have a supported Xero sync option (for example, Custom Investments)
Why this is useful (simple examples)
Example 1: Sell proceeds
Your bank feed might show: “$50,000 from CommSec”
Navexa can send to Xero: “Sell of BHP” (with trade context)
In Xero, you match the bank feed line to the Navexa entry during reconciliation.
Example 2: Dividend
Your bank feed might show: “$1,000 from CommSec”
Navexa can send to Xero: “Westpac dividend”
In Xero, you match the bank feed line to the dividend entry during reconciliation.
How to connect your Xero account
Step 1: Open Integrations in Navexa
Click the cog icon in the top-right corner of Navexa.
Select Integrations.
Step 2: Connect Xero
Under Connected Apps, click Connect Xero.
If you don’t see the Connect Xero option, please email [email protected] or use live chat and we can enable it for your account (in some cases it may not appear by default).
Step 3: Log in to Xero and choose your organisation
You’ll be redirected to Xero.
Log in and select the Xero organisation you want to connect.
Step 4: Link a Xero organisation to a Navexa portfolio
You’ll be returned to Navexa.
Select the Xero organisation (tenant) you want to connect.
Select the Navexa portfolio you want to link.
Click Link Xero to Navexa.
A) Xero organisation (tenant)
B) Navexa portfolio
C) Link button
Step 5: Map Navexa transaction types to Xero accounts
This step controls where different investment transactions are posted in Xero (for example: income, gains, assets, withholding tax).
Select the correct Xero account for each transaction type.
Review the sync settings shown on this page.
Click Save & Apply Settings.
Sync Settings explained
Sync trades received from the Navexa API: Automatically sends trades to Xero when those trades are added to Navexa via the Navexa API (typically used by advanced users or custom integrations).
Sync trades received from Automated Sources: Automatically sends trades to Xero when they are imported into Navexa via automated sources (typically including connected brokers/exchanges, contract note imports, and broker file uploads).
Note: Navexa does not automatically sync historical trades to Xero. It will sync eligible trades going forward from when you enable these sync settings. To send an older trade, open the trade, tick Send Trade to Xero, then click Update Trade.
Once saved, your Navexa portfolio is linked to Xero and will sync data going forward.
How to send (sync) a trade to Xero manually
Use this when a trade hasn’t been sent automatically, when the trade was added before you enabled the Xero integration (historical trades), or when you want to send a one-off trade to Xero (for example, a trade you entered manually in Navexa).
Step 1: Open the trade in Navexa
Go to the holding and open the trade you want to send.
Tick Send Trade to Xero.
Click Update Trade to save.
Step 2: Confirm it appears in Xero
After updating the trade, the entry will appear in Xero in the account(s) you mapped during setup.
Troubleshooting
Does it sync historical trades to Xero?
No. Trades only sync going forward after you enable sync.
To send an older trade, edit the trade, tick Send Trade to Xero, then click Update Trade.
I can’t see the Xero integration
The Xero integration is currently available only to approved beta testers. If you don’t see the Connect Xero option, please email [email protected] or use live chat and we can enable it for your account (in some cases it may not appear by default).
My trade didn’t appear in Xero
If you expect trades to send automatically, confirm your Sync Settings are enabled in the Xero setup page.
If you are sending a trade manually, check that you ticked Send Trade to Xero and then clicked Update Trade.
Confirm your transaction mappings are set correctly in the setup page.
Confirm you linked the correct Xero organisation and the correct Navexa portfolio.
I expected this to reconcile my bank account automatically
Navexa sends the detailed entries into Xero. The matching of your bank feed lines to those entries is done in Xero during reconciliation.