DEIS now integrates with Xero: sync contacts, run compliant lookups

We are thrilled to announce our Xero integration is now live. DEIS users can connect their Xero account and import contacts directly, eliminating double-entry and making it faster to run compliant lookups on existing clients and contacts.

How it works

• Go to Settings → Integrations in your DEIS dashboard.

• Click "Connect Xero" and authorise DEIS to read your contacts.

• Your Xero contacts appear in your DEIS contact list, synced automatically.

• Run lookups on any synced contact — IPP3A compliance is captured as usual.

What syncs?

DEIS imports contact names, email addresses, and phone numbers from Xero. We do not access your financial data, invoices, or bank feeds. The integration is read-only for contacts.

Why this matters

Many DEIS users are accounting firms, finance companies, and professional services businesses that already manage their client base in Xero. This integration means you do not need to re-enter client details into DEIS — your contact list is always up to date.

Privacy considerations

The Xero sync itself does not trigger IPP3A because the information comes from your own records (which you collected directly from the individuals). IPP3A obligations arise when you run a lookup on those contacts through a third-party data source — and DEIS handles that automatically.