Integrations10 min read

Best Workshop Software with Xero Integration for NZ Businesses

A guide to workshop management software that integrates seamlessly with Xero. Compare options, understand integration features, and choose the right solution for your NZ workshop.

If you run a workshop in New Zealand, chances are you use Xero. It's the dominant accounting platform for Kiwi small businesses, and for good reason - it's cloud-based, straightforward, and your accountant almost certainly prefers it.

The question isn't whether to use Xero, but which workshop software integrates with it best. A good integration means invoices flow automatically, payments sync correctly, and you never double-enter data. A bad integration means headaches, reconciliation nightmares, and wondering why you bothered.

Let's look at your options.

Why Xero Integration Matters

Without proper integration, you're doing double work:

  • Creating an invoice in your workshop software
  • Manually entering the same invoice in Xero
  • Reconciling payments in two places
  • Fixing discrepancies when things don't match

With good integration:

  • Create invoice in workshop software → automatically appears in Xero
  • Record payment → automatically syncs
  • Customer and product data stays consistent
  • Your accountant sees everything they need in Xero

The time savings add up. If you're creating 20 invoices a week and each manual Xero entry takes 3 minutes, that's an hour per week - 50+ hours per year of pure admin waste.

Types of Xero Integration

One-Way Sync

Data flows from workshop software → Xero only. Invoices push to Xero but changes in Xero don't come back. Simpler but less flexible.

Two-Way Sync

Data flows both directions. Changes in either system reflect in the other. More powerful but requires careful setup to avoid conflicts.

What Should Sync?

Data Type Should Sync? Why
Invoices Essential Core financial data
Payments Essential Keeps accounts receivable accurate
Customers/Contacts Recommended Consistent customer records
Products/Items Optional Depends on your workflow
Purchase Orders Nice to have Helps track parts costs

Workshop Software with Xero Integration in NZ

Here are the main options available to NZ workshops, all with Xero integration:

Software Xero Integration Price (NZD/mo) Notes
Hoist Two-way sync $60 flat NZ-built, native NZTA
Workshop Software Auto-sync $113.60 + users Established global platform
MechanicDesk Full integration From $35 AUD Also supports MYOB, QuickBooks
Workshop Mate Two-way sync Varies MYOB app, Xero certified
SAM (Auxo) Two-way sync Varies NZ company, NZTA integration

All of these options are listed on the Xero App Store for NZ, meaning they meet Xero's standards for integration quality.

What to Look For in Xero Integration

Automatic vs Manual

The best integrations sync automatically. Create an invoice, it appears in Xero within seconds. No clicking "sync now" buttons, no manual exports.

What Data Syncs

At minimum: invoices and payments. Better: customers, products, purchase orders. Check exactly what syncs before committing.

Error Handling

What happens when something doesn't sync? Good systems notify you and show you what failed. Bad systems fail silently and leave you with mismatched records.

Account Mapping

Can you control which Xero accounts labour, parts, and other items post to? This matters for your accountant's reporting.

Setup Tips for Smooth Integration

Before You Connect

  • Clean up your Xero chart of accounts
  • Decide which account codes you want for labour, parts, etc.
  • Ensure customer names are consistent
  • Back up your Xero data (just in case)

During Setup

  • Follow the vendor's setup guide exactly
  • Start with a test invoice to confirm it syncs correctly
  • Check the invoice appears in the right Xero account
  • Verify payment sync works both ways

After Go-Live

  • Reconcile your first week manually to catch any issues
  • Monitor for sync errors (most systems have a log)
  • Train your team on the correct workflow

Pro Tip: Involve Your Accountant

Before setting up integration, talk to your accountant. They may have preferences about account codes, tax treatment, or how data should flow. Getting this right from the start saves painful cleanup later.

The Bottom Line

Good Xero integration isn't optional - it's essential for any NZ workshop running modern software. The time saved on double-entry, the reduced errors, and the cleaner books are worth prioritising.

All the major workshop platforms integrate with Xero. Your job is to test the integration quality during your free trial, not just trust the marketing claims.

Hoist + Xero = No More Double Entry

Invoices, payments, and customer data flow automatically between Hoist and Xero. Set it up once, then forget about it.

Try Hoist Free
Tags:xero integrationworkshop softwareaccountingnz businessxero

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