--- title: Connect customers from Xero description: Connect your customers from your Xero account into your Rotessa account. --- [Skip to content](https://support.rotessa.com/connect-customers-from-xero#main-content) [![Rotessa\_logo\_full\_bright\_blue\_resized-1](https://support.rotessa.com/hs-fs/hubfs/Rotessa_logo_full_bright_blue_resized-1.png?width=220&height=41&name=Rotessa_logo_full_bright_blue_resized-1.png)](https://rotessa.com/) Open main navigation Close main navigation - - [More Support](https://support.rotessa.com/kb-tickets/new) [More Support](https://support.rotessa.com/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Rotessa Support Docs](https://support.rotessa.com/?hsLang=en) 2. [Integrations](https://support.rotessa.com/integrations?hsLang=en) 3. [Xero](https://support.rotessa.com/integrations?hsLang=en#xero) November 20, 2024 # Connect customers from Xero In your Rotessa account, there are four ways to add [customers](https://support.rotessa.com/overview-of-customers?hsLang=en): - [Manually](https://support.rotessa.com/add-customers-manually?hsLang=en) - Importing them via our [CSV template](https://support.rotessa.com/customer-csv-import?hsLang=en) - Through an [integration with QuickBooks Online](https://support.rotessa.com/integrate-with-quickbooks-online?hsLang=en) - Through an integration with Xero Once you’ve added customers to Rotessa, send them an [authorization request](https://support.rotessa.com/overview-of-authorizations?hsLang=en), to start collecting payments. 1. Start on [your Rotessa account](https://client.rotessa.com/users/sign_in)’s **customers** page and select **new**. ![](https://media.user.com/uploads/qypojr-rotessa/screen-shot-2022-09-08-at-1-58-37-pm_WZIZ4qN.png) 2. Select **new customer**. 3. Select **integration**. ![](https://media.user.com/uploads/qypojr-rotessa/screen-shot-2022-09-08-at-1-57-04-pm_RVRzNiJ.png) 4. Select the customers you want to import from the **new customers found in Xero** pane. If you wish to enable [automatic invoice import](https://support.rotessa.com/automatic-invoice-import?hsLang=en), you can enable it on any customer in the **customers in Rotessa pane** with the **new** icon beside their name. 5. Once you have your customer(s) selected and have chosen if you want to enable **automatic invoice import** on the selected customer(s), select **import new customers** under the customers in the Rotessa pane. ![](https://media.user.com/uploads/qypojr-rotessa/screenshot-2023-02-09-at-3-11-15-pm_Z3vii6G.png) 6. Go to the **customers** page of your Rotessa account. Newly connected customers will have a Xero logo beside their names. ![](https://media.user.com/uploads/qypojr-rotessa/screenshot-2023-02-09-at-3-11-59-pm_G7aMzWE.png) 7. Once you have connected your customers from Xero, you will see that the customers will have **actions required**. Once the customer has completed an authorization request or, you add in banking information and selected their authorization type, the customer will be ready for transactions. 8. Xero customers with a status of **complete** are now connected to Rotessa and you are ready to start importing invoices from Xero. - [Account](https://support.rotessa.com/account?hsLang=en#main-content) - [Multiple accounts](https://support.rotessa.com/account?hsLang=en#multiple-accounts) - [Billing](https://support.rotessa.com/account?hsLang=en#billing) - [API](https://support.rotessa.com/account?hsLang=en#api) - [Update](https://support.rotessa.com/account?hsLang=en#update) - [Authorizations](https://support.rotessa.com/authorizations?hsLang=en#main-content) - [Overview](https://support.rotessa.com/authorizations?hsLang=en#overview) - [Rotessa's authorization tools](https://support.rotessa.com/authorizations?hsLang=en#rotessas-authorization-tools) - [Bank info verification](https://support.rotessa.com/bank-info-verification?hsLang=en) - [Customers](https://support.rotessa.com/customers?hsLang=en#main-content) - [Customer information](https://support.rotessa.com/customers?hsLang=en#customer-information) - [Add, edit or remove customers](https://support.rotessa.com/customers?hsLang=en#add-edit-or-remove-customers) - [Customer notifications](https://support.rotessa.com/customers?hsLang=en#customer-notifications) - [Integrations](https://support.rotessa.com/integrations?hsLang=en#main-content) - [Automatic updates](https://support.rotessa.com/integrations?hsLang=en#automatic-updates) - [QuickBooks Online](https://support.rotessa.com/integrations?hsLang=en#quickbooks-online) - [Xero](https://support.rotessa.com/integrations?hsLang=en#xero) - [Troubleshoot](https://support.rotessa.com/integrations?hsLang=en#troubleshoot) - [Onboarding](https://support.rotessa.com/onboarding?hsLang=en) - [Processing](https://support.rotessa.com/processing?hsLang=en) - [Transactions](https://support.rotessa.com/transactions?hsLang=en#main-content) - [Overview](https://support.rotessa.com/transactions?hsLang=en#overview) - [Create, edit or remove transactions](https://support.rotessa.com/transactions?hsLang=en#create-edit-or-remove-transactions) - [Declined transactions](https://support.rotessa.com/transactions?hsLang=en#declined-transactions) - [Users](https://support.rotessa.com/users?hsLang=en) - [Links](https://support.rotessa.com/links?hsLang=en) [![smaller-Rotessa\_logo\_full\_black\_blue](https://support.rotessa.com/hs-fs/hubfs/smaller-Rotessa_logo_full_black_blue.png?width=220&height=41&name=smaller-Rotessa_logo_full_black_blue.png "smaller-Rotessa_logo_full_black_blue")](https://rotessa.com/) Copyright © 2024, Rotessa