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Create a draft placement invoice in Xero when a client hire lands — no re-keying fees from spreadsheet to ledger.

2 min read · Updated July 2026 · Expertini Editorial

For a recruitment agency, the placement is not finished when the candidate starts — it is finished when the invoice goes out. Yet in many agencies that last step is a spreadsheet, an email to accounts, and a manual entry into Xero days later. The Xero ATS integration closes the placement-to-invoice gap: when a client hire lands in Expertini ATS, one action from the Screening & HRIS page creates a draft invoice in your own Xero organisation with the fee already attached.

The figures come from work the ATS already does natively. Expertini's Client CRM tracks clients, placements, and commission amounts as part of the core subscription — no separate CRM licence, no per-seat ATS fees. The integration's job is simply to carry that commission figure into Xero as a draft, where your finance process takes over.

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01The gap this closes: placements that wait days to be billed

Every day between placement and invoice is a day added to your cash-collection cycle, and manual re-keying invites the classic errors — wrong fee, wrong client entity, missed invoice entirely. Drafting the invoice at the moment of placement makes billing a review step, not a data-entry step.

02Why drafts, deliberately

The flow creates draft invoices, not sent ones. Your bookkeeper still reviews VAT treatment, payment terms, and purchase-order references before anything reaches the client — nothing is emailed to a client until your team sends it. Automation should remove typing, not judgement.

03Native commission tracking, live connection

The upstream half is native: the Client CRM with commission tracking is live in every subscription — record the client, the placement, and the agreed fee as you work, and win the business in the first place with the client pitch tool. The Xero connection is live too: connect your own organisation on the Connections page inside the app (Apps → Connections) and drafts are one action away.

Engineering notes

Platform architecture & operations

A1Connection architecture

The connection uses OAuth 2.0 against the vendor's own consent screen. The authorisation request names the minimum scopes the features need — the exact scope list is shown in the security-flow panel below, pulled from the same provider registry the application uses. The code-for-token exchange happens entirely server-side (HTTP Basic client authentication, per the vendor's token endpoint contract); tokens are stored encrypted at rest and are never rendered back to any screen — connection pages show presence, not values.

Token lifecycle is handled at a single chokepoint: expiry triggers an automatic refresh, rotated refresh tokens are persisted, and a refresh that the vendor rejects surfaces as a visible reconnect prompt — never as silently broken features. Revocation works from either side: disconnect here, or revoke in the vendor's own security settings.

A2Write semantics and data flow

Every data movement is an explicit action with a logged result. Writes happen on your click — or automatically only where you enabled a rule (auto-push on hire is off by default, per-provider). Reads — imports of people, accounts, or files — run when you press Import, deduplicate against what you already have (clients by name, people by email), skip rather than overwrite, and report created-versus-skipped honestly, which is why re-running any import is safe by design.

Each action writes a row to the app-activity journal (ats_app_activity): what ran, when, for which record, and the outcome — including the vendor's own error text verbatim when something fails. Usage reporting inside the ATS aggregates that same journal, so integration reporting and integration reality cannot diverge.

Anything that leaves the request path — notification fan-out, webhook delivery, activity journalling, mail — runs in fire-and-forget background threads. A slow external endpoint can never make the interface hang, and a failed side effect is logged rather than silently retried into inconsistency.

A3Operational considerations

Connections are organisation-level and gated to owner and admin roles; recruiters use the features a connection powers but cannot connect, disconnect, or reconfigure. Disconnecting removes stored credentials immediately and stops the dependent features visibly, not silently. Data already imported stays yours and editable.

Imported people arrive marked as imported with conservative privacy defaults — no consent is assumed for anyone who never filled in your application form, and retention defaults apply. Everything written is yours to take: CSV exports and the Data Export app cover the same stores the product itself reads. The exit is as open as the entrance — by design, not concession.

A4Placement in the integration topology

This integration is live in the registry today. One connection per provider unlocks every feature it powers, and the topology grid below shows the neighbouring connectors in the same capability area — statuses come from the same registry that drives the in-app hub, so this page can never claim more than the product does. For anything the catalogue does not cover, Webhooks and Zapier are the generic, documented escape hatch.

Dependency map

Connection typeOAuth 2.0 (vendor consent screen)
Scopes requestedopenid · email · offline_access · app.connections · accounting.contacts · accounting.invoices
Callback path/apps/oauth/callback/xero/
Token exchangeserver-side; HTTP Basic
Secrets at restencrypted; UI shows presence flags, never values
Action journalats_app_activity — one row per action, vendor errors verbatim
Auto-push rulesoff by default, per-provider, every run logged
Registry statuslive

Interface blueprint

Structural schematic of the surface — panels, hierarchy, and interaction affordances. A contract, not a screenshot.
Connection card
● connected — presence flag
scopes: minimum required disconnect
Actions
push — explicit clickimport — deduplicated
Activity journal
Fig. 1 — Xero: structural interface schematic. Panels and states are the contract; data shown is placeholder.

Interaction flow — states, validations, feedback

Every state below is enforced server-side; the interface reports it, it doesn't decide it.
Connectowner/admin clicks Connect on the Connectors page
Vendor consentthe vendor's own screen lists the exact scopes
Token exchangeserver-side callback; secrets never touch the browser
Connectedencrypted store; card flips with presence flag
Explicit actionspush / import / schedule — each one journalled
Consent denied → the vendor's error code surfaces in a toast, namedPlatform keys missing → honest setup pointer, not a silent bounceToken expired → automatic refresh at the chokepointRefresh rejected → visible reconnect prompt, features never break silentlyPlan below minimum → lock card names the exact plan
Fig. 2 — interaction flow: navy = states, gold = server-enforced gates, green = confirmed outcomes; tags list the edge cases and their feedback.

OAuth 2.0 security flow — Xero

1
Authorisation requestRedirect to the vendor's own consent screen, naming exactly the scopes below — never more.
2
Identity challenge & consentYou authenticate with the vendor, on the vendor's domain. Credentials never touch Expertini.
3
Server-side token exchangeThe callback at /apps/oauth/callback/xero/ exchanges the code using HTTP Basic client authentication — entirely server-side.
4
Managed session stateTokens encrypted at rest; automatic refresh at a single chokepoint; presence-flag display; revoke from either side.
openidemailoffline_accessapp.connectionsaccounting.contactsaccounting.invoices
Scope list read from the same provider registry the application authorises with — this page cannot overstate or understate it.

Neighbouring connectors — Accounting & Ledger

Statuses come from the live registry — browse the full catalogue →

Frequently asked questions

Can I connect Xero to Expertini ATS today?
Yes — it is live. Connect your own Xero organisation on the Connections page inside the app (Apps → Connections), then create draft placement invoices from the Screening & HRIS page.
Will invoices be sent to clients automatically?
No. The integration creates draft invoices in Xero for your finance team to review and send — nothing reaches a client until they send it, and you keep control of tax treatment and terms.
Do I need my own Xero subscription?
Yes. The integration connects to your own Xero organisation; Expertini does not resell Xero or add per-invoice fees.
What if my agency uses QuickBooks or Zoho Books instead?
Equivalent draft-invoice integrations for QuickBooks Online and Zoho Books are live as well, alongside the self-hosted Odoo and ERPNext connections.

At a glance

  • Live today — connect on the Connections page
  • Draft invoices created from the Screening & HRIS page
  • Commission figures flow from the native Client CRM
  • Drafts only — finance reviews before sending
  • Your own Xero organisation; no per-invoice ATS fees
  • Shorter placement-to-invoice, faster cash collection

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