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How to Sync Nominal/Account Codes from Xero

60  Administrator August 4, 2026  XERO

This article relates to the following pro-Forms modules:

WORK MANAGER

 

Importing your Nominal/Account codes from Xero keeps invoicing in pro-Forms® aligned with your existing chart of accounts, so raised invoices post to the correct place in Xero.

Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option.

XERO Import Options

Click the 'Import Account Codes' .  Nominal/Account codes held in Xero will then be imported.