EventForge Xero Integration

The EventForge Xero integration creates a two-way data bridge between your event management platform and accounting software. Key capabilities include:

• Automatic invoice creation: Registration fees and ticket sales in EventForge generate corresponding invoices in Xero, complete with line items, tax codes, and tracking categories
• Payment reconciliation: Attendee payments are automatically recorded in Xero with proper allocation to revenue accounts, eliminating manual bank reconciliation
• Vendor expense tracking: Supplier invoices for venues, catering, and AV services flow from EventForge into Xero as bills, maintaining accurate event P&L
• Contact syncing: Attendee and sponsor contact records sync between platforms, ensuring your accounting system has current customer data
• Real-time financial reporting: Event revenue and costs appear in Xero immediately, enabling accurate cash flow forecasting and budget tracking

This integration supports multi-currency transactions and custom chart of accounts mapping for organizations running international events.

Setting up the EventForge Xero integration requires admin access to both platforms. Follow these steps:

1. Navigate to integrations: Log into EventForge and go to Settings > Integrations > Accounting Software
2. Authorize Xero: Click "Connect Xero" and authenticate using your Xero credentials. Select the organization you want to sync with if you manage multiple entities
3. Map accounts: Configure which EventForge revenue types (registrations, sponsorships, exhibitor fees) map to specific Xero income accounts and tracking categories
4. Set sync preferences: Choose whether to sync invoices immediately upon registration or batch them daily. Configure tax rate mappings for different event types
5. Test the connection: Process a test registration in EventForge and verify the invoice appears correctly in Xero with proper account codes

Most organizations complete setup in 15-20 minutes. The integration runs continuously once configured, with sync logs available in the EventForge dashboard.

The EventForge Xero integration is particularly valuable for:

• Corporate event teams: Companies running internal conferences, training events, and customer summits use this integration to maintain accurate departmental charge-backs and event ROI reporting within their existing Xero accounting workflows
• Professional conference organizers: PCOs managing multiple client events benefit from automated financial tracking per event, with separate tracking categories ensuring clean P&L statements for each conference
• Association event managers: Membership organizations running annual conferences and regional chapter events use the integration to streamline revenue recognition and simplify audit preparation
• Event agencies: Agencies billing clients for event services leverage the integration to track project costs in real-time and generate accurate client invoices based on actual event expenses

Organizations typically see 8-12 hours of monthly time savings on financial reconciliation after implementing the eventforge xero integration, with improved accuracy in event profitability reporting.