Let your outside sales team browse your catalogue, check inventory, and write orders anywhere - even completely offline. Onsight instantly syncs field orders directly into Xero for seamless invoicing.
Onsight helps outside sales teams capture orders quickly and accurately while visiting customers, attending trade shows, or working on the road. Sales reps can view customer information, browse a digital product catalogue, create quotes, and place sales orders directly from their mobile device.
The app works offline, so reps can keep selling even when they have no internet connection. Once they are back online, orders are automatically synced and sent to Xero, ready for invoicing. It is the ultimate sales order app for modern, mobile distribution teams.
With Onsight and Xero connected, your sales team can take orders in the field, and those orders are instantly and automatically sent to Xero. This reduces duplicate data entry and speeds up order processing.
Create quotes and sales orders directly from a native mobile sales app.
Work offline when there is no cellular signal or Wi-Fi.
Sync completed orders to Xero for immediate, one-click invoicing.
Use Xero as the master source for all customer, product, and inventory data.
Keep product, custom pricing, and customer information automatically up to date.
Drastically reduce manual data entry mistakes and costly order processing delays.
Give sales reps a professional digital product catalogue app complete with crisp images.
From setup to invoicing, the entire workflow runs in just four steps.
Step 1
Link your Xero account to Onsight securely in just a few clicks.
Step 2
Your product catalogue, customer details, and pricing automatically syncs to Onsight.
Step 3
Your sales reps use the mobile app to show products and write orders anywhere.
Step 4
Completed orders sync back to Xero, ready for your accounting team to approve and send.
Sales does not always happen in places with reliable internet. Deep inside retail stockrooms, remote rural areas, or crowded convention centers, connectivity drops. Onsight functions perfectly as an offline order taking app, allowing reps to continue creating orders without missing a beat. They can access customer details, view products, add items to an order, and capture the sale on the spot.
When the device reconnects, Onsight automatically handles the data heavy lifting behind the scenes. Sales orders start flowing into the Onsight backend and then into Xero, helping your business drastically shorten the time it takes to move from order capture to invoicing. For a step-by-step breakdown of this workflow, read our complete guide on how to send orders to Xero while offline.
“The integration with Xero allows us to convert orders into invoices instantly, dramatically improving the efficiency of our order processing.”
“Integrating Xero and Onsight couldn't have been easier. The two systems work harmoniously together...saving me a lot of time and effort.”
“Without Xero and Onsight, we wouldn't be where we are today. It has transformed the way we do business.”
See how real-world wholesale and distribution businesses use Onsight alongside Xero to eliminate operational bottlenecks. Read about real field problems and how the Onsight integration solved them, resulting in reductions in order entry errors and faster turnaround times.
Cosimer is an Australian importer and distributor of beauty products and care products. The company is based in Melbourne but has branches and representatives in all the Australian states. The company uses Onsight and Xero Accounting to optimise and digitise all aspects of its distribution cycle.
Clearline Distribution is a distributor of a variety of products including light bulbs, car scents, batteries, car accessories, retro appliances and many more. They serve various businesses across the United Kingdom. Onsight has assisted them in simplifying their selling process by switching from paper to digital and with the integration of their accounting system with their sales system.
Dekassa produces a bespoke range of luxurious body butters, speciality candles and insect-repelling sprays made from natural ingredients. All of their products are hand-poured and crafted close to Glasgow in the Scottish countryside. Dekassa uses the Onsight mobile sales app to showcase their full product range when off-site and has integrated it with Xero for seamless accounting and ordering functionality.
Already using Xero to run your business? Start a free 30-day trial of Onsight today and activate the Xero connector immediately after signing up. Instantly pull down your existing customer and product records, giving your field team a powerful mobile order entry tool.
Start Your Free TrialNo credit card. No obligation.
Yes. Onsight features a native integration with Xero. Your sales reps can seamlessly create quotes and orders in the Onsight mobile app, and that data is automatically pushed directly to Xero for invoicing.
Yes. Onsight is built with an offline-first architecture. Sales reps can view cached customer details, browse the product catalog, and log complete orders without an internet or cellular connection. The app securely queues the data and syncs automatically the moment the device reconnects to the internet.
Yes. Orders approved in the Onsight app sync straight into Xero as sales invoices or draft invoices. Your accounting team can then quickly review, approve, and send them out to clients without re-keying any data.
Yes. Onsight is specifically optimized for outside sales reps, field agents, trade show exhibitors, and route distributors who need mobile access to customer accounts, high-res digital product catalogs, live quote building, and rapid order entry.
Yes. You do not need to maintain two separate systems. Xero remains your central source of truth for customer accounts, item stock codes, and base pricing. Any updates you make inside your Xero dashboard will automatically sync over to the Onsight app.
First sign up for an Onsight account. Then email [email protected] to place a request for us to activate the Xero connector for your Onsight account. You will be sent a link that will allow you to authorise the connection between Onsight and your company in Xero.
Data flows in both directions. From Xero into Onsight: products, pricing, stock levels, customer details, and tax codes. From Onsight back into Xero: new customers created in the field, sales orders, and quotes.
By default, orders placed in Onsight arrive in Xero as draft invoices. Draft invoices can be edited freely before being submitted and approved, so your accounts team can review each order before it affects your stock or GL accounts. Quotes arrive as Xero Quotes. If preferred, both can be configured to arrive as submitted or approved invoices from the outset.
Yes. The quantity on hand from Xero syncs automatically to Onsight, so reps can see live stock levels when placing orders. Stock counts update in Xero when an invoice is approved, and that updated figure then syncs back into Onsight — completing the loop between field sales and your accounting system.
Xero is the master database for core product fields (name, description, price, tax code, stock on hand) and core customer fields (company name, billing address, shipping address). Changes made in Xero sync automatically to Onsight. Onsight-specific fields — such as product images, categories, price lists, and customer notes — are managed in Onsight and are never overwritten by a Xero sync.
Yes. Beyond the standard sync, a wide range of customisations are available: displaying customer account balances and overdue amounts in the app, automatically hiding out-of-stock products, controlling invoice numbering, setting the line item sort order for warehouse packing, and mapping custom fields between the two systems. Contact us to discuss your specific requirements.
Already using Xero? Tell us about your business and we'll show you how Onsight connects to your Xero account for seamless mobile order entry.