Contents
Data flow
Data moves from Xero to ReviewNudger only. ReviewNudger never creates or edits invoices, contacts, payments, or credit notes in Xero.
Xero
Paid ACCREC invoice, attached contact, and later credit allocations
Verified event receipt
Signed webhook, durable queue, current invoice and contact fetch, duplicate protection
Review-request journey
Saved delay, channel, opt-out, cooldown, delivery, and follow-up rules
Direction: Xero → ReviewNudger. Data written back to Xero: none.
Getting started
- Finish ReviewNudger account setup, including one location, its Google review destination, and at least one sending channel.
- Open Dashboard → Settings → Connected apps, choose Xero, and continue to Xero in the same browser tab.
- Select exactly one Xero organisation and approve the requested read-only invoice and contact access plus offline access.
- Return to Settings and confirm the organisation name appears as connected. The account must have exactly one ReviewNudger location at launch.
- Fully pay one safe real customer sales invoice whose attached contact has an email address or phone number. Settings will show when the first paid invoice is received.
Sign Up with Xero is optional. It verifies and prefills your name and email for the normal ReviewNudger signup; it does not connect an organisation or grant accounting access.
What syncs
Requested OAuth scopes. offline_access, accounting.invoices.read, and accounting.contacts.read. The separate optional signup button requests only openid profile email.
Accepted trigger. A customer sales invoice with type ACCREC, current status PAID, a positive AmountPaid, no already-applied credit, and a contact with a usable email address or phone number.
Not accepted. Draft, submitted, authorised, voided, accounts-payable, zero-payment, already-credited, or contactless invoices do not create a request.
Timing. Xero sends a webhook after a change. ReviewNudger stores the receipt quickly, then fetches the current invoice and contact in the background. Short provider delays and retries are normal.
Duplicate safety. Xero retries, repeated invoice updates, and worker retries remain tied to the same tenant and invoice identity. They cannot create a second review-request journey.
Credits and refunds
When an ACCRECCREDIT credit note is allocated to a previously accepted invoice, ReviewNudger records that fact without creating another request. If the journey has not sent yet, it is canceled. If its first message already sent, that message cannot be recalled, but all remaining follow-ups stop. Removing a credit later does not restart the stopped journey.
Disconnect and delete
Disconnect Xero. Account owners can use Dashboard → Settings → Connected apps → Xero → Disconnect. ReviewNudger deletes the matching tenant connection at Xero and clears its stored access and refresh tokens. New Xero events stop processing.
Change organisation. Disconnect first, then reconnect and choose the replacement organisation. One ReviewNudger account cannot bind to two Xero organisations.
Delete the account. Dashboard account deletion first revokes the Xero connection, then deletes the account-owned connection, invoice-event, customer, review-request, and delivery records. If Xero cannot be reached, deletion stops with a visible error so access is never silently left behind.
See the privacy policy for retention details or email support@reviewnudger.com for an export or deletion request.
Troubleshooting
The connection needs attention. Reconnect from Settings. Refresh tokens rotate, and a revoked or expired Xero grant cannot be repaired without your approval.
A paid invoice did not create a request. Confirm it is an ACCREC sales invoice with PAID status, positive AmountPaid, no applied credit, and usable contact details. Then check Recent events for the recorded ignored, failed, suppressed, or processed reason.
The event is still retrying. Rate limits and temporary Xero errors use bounded automatic retries. The connection panel records the latest error. Do not pay or edit the invoice again to force a duplicate event.
You need help. Email support@reviewnudger.com with your ReviewNudger business name, the Xero invoice number, and roughly when it was paid. Never send passwords, OAuth codes, client secrets, or access tokens. We reply within one business day.
FAQ
Does ReviewNudger change my books? No. The integration requests read-only invoice and contact scopes and writes nothing to Xero.
Can I use multiple locations or organisations? Not in the launch flow. One ReviewNudger account supports one location and one connected Xero organisation.
Does every payment start a request? No. The boundary is the fetched customer sales invoice being fully PAID with a positive AmountPaid, not an arbitrary payment or bank reconciliation event.
Where can I learn about Xero? Xero is cloud accounting software for invoicing, reconciliation, expenses, payroll, reporting, and other accounting workflows.