Connect Drum to Xero to use the finance integration for invoices and bills. Sign into Drum with your email, Google or Microsoft. Xero, QuickBooks and MYOB are not options on the Drum sign-in or registration pages. Connect Xero from Integrations after you are signed in.
Before you begin
You need access to the correct Xero organisation and permission to authorise the connection. A Drum account connects to one Xero organisation. Check the organisation before approving access.
Connect your account
Open your profile menu in Drum and select Integrations.
Select the Xero finance connection under Additional Integrations.
Follow Xero’s authorisation steps. Choose the correct organisation and review the requested permissions.
Return to Drum and check the connected organisation and permissions shown on the integrations page.
A button or permission label may mention payroll. Drum does not currently connect staff allowances to payroll; process allowances outside Drum.
If the connection expires
If finance actions fail for everyone, or Drum prompts you to reconnect, remove the Xero connection and connect again (or re-authorise when Xero asks). Confirm the same organisation before approving.
If your Drum trial or subscription ends, Xero stays connected for at least 7 days. After that Drum disconnects it, so you'll need to connect Xero again when you restart Drum.
If a single invoice will not push after reconnecting, see If a project invoice will not push to Xero. If a supplier bill from a project cost will not push, see If a supplier bill will not push to Xero.
Give staff access
Staff access depends on finance permissions and the connection or delegation available to the user. Each staff member does not necessarily need a separate Xero login. See finance integration delegation.
Use the connected workflows
Create an invoice and check its finance integration status.
Record project costs and manage eligible supplier bills.
Create a purchase order using the current Drum workflow. You do not need to create a cost first.
Manage expense claim items. Staff allowances are separate payroll items and are not sent to Xero as bills.
Synchronisation and permitted edits depend on the record type and status. Check the integration status and any errors in Drum, then confirm the result in Xero. Do not assume every change synchronises immediately in both directions.
During a Drum data import
When the Drum team imports historical data into your account, Xero can stay connected. While that import runs, Drum pauses finance sync so nothing goes to or from Xero for your account. If you try to push an invoice or bill, you will see that accounting sync is paused. Wait until the import finishes, then try again.
Disconnect Xero
Open Integrations from your Drum profile menu and select Remove beside the Xero connection. You can also remove Drum through Xero’s connected-app settings.
Disconnecting stops future synchronisation. It does not remove records already created in either system.
For differences between invoice, supplier-bill and expense-claim updates, see the Xero synchronisation reference.