View contact emails in Xero

Connect your Gmail or Office 365 account to view emails from your contacts directly in Xero. With email integration in Xero, you can save emails to a contact’s activity tab, add an email to a new invoice, quote, or bill, and download attachments to the contact record.

About viewing emails in Xero

  • View emails between you and your contacts in real time.
  • For each Xero account, you can connect one email account per organization. You can connect different email accounts for different organizations.
  • Other users in your organization won't be able to view your emails. To share a specific email with other users in your organization, add it to the contact's activity tab.
  • Emails will display if the contact email address is in the To, From, or Cc fields. Gmail will also display emails containing the contact name if it matches the exact name entered in the contact field in Xero.

Actions you can take in the email tab

Image of a list of actions you can take in the email tab.

Connecting Xero to your Gmail or Office 365 account

  1. From the Contacts menu, click All Contacts.
  2. Select a contact.
  3. Below the bar graph, click Email.
  4. Click Connect, then select Gmail or Office 365.
  5. Sign in to your account.
  6. For Gmail, click Allow. For Office 365, click Accept.

Disconnecting your email account

When you disconnect your email account from Xero, any emails you've added to contact activity or transactions will remain.

Gmail: Disconnecting your Gmail account will remove it from all organizations connected to the same account.

Office 365: Disconnecting your Office 365 account will only remove it from the organization you're currently working in.

To disconnect your email account:

  1. Click Disconnect.
  2. Click Disconnect to confirm.

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