How to set up your Xero integration
Connecting to Xero
First, ensure you already have an existing account on Xero. If you haven’t please register here: https://www.xero.com/uk/signup/
Head to the Settings tab under your name in the right hand corner.
Click on the integrations tab in settings Integrations.
Click on 'Connect to Xero'
You’ll be redirected to the Xero authentication page to log in and authorise Coreloops to access your accounting system.
Once you’ve connected Xero and allowed access to your account, you'll see the connected label beside the Xero login on the integrations page.
You'll be prompted to finish your setup by completing your sync settings. This is where you set the direction you want your data to be synced. Fore each document and contact type you can choose from:
Coreloops to Xero
Xero to Coreloops
Both ways
Don't Sync
Cost & Sales Settings
Here you can map cost codes to specific accounts in Xero. This determines which accounts specific purchase invoices and sales invoices are synced to. You can also set the default chart of accounts that all of your purchases and sales invoices will be allocated to when synced to Xero.
Note: When a document is split and allocated to several different cost codes it will be sent to Xero as one purchase with a line item for each part of the split purchase. Each line item will be allocated to the connected account or the default account, if codes haven't been synced.
Note: The chart of accounts is a list of all accounts you can use to record your transactions in Xero. It helps you categorise your transactions correctly and group similar accounts together to generate reports about your organisation.
Now that you've connected your Xero account you can do a few more things to ensure your purchases processed in Coreloops are synced to Xero correctly.
Import your contacts
Once you've set the sync direction for contacts. Head over to the directory tab by clicking on 'Directory' in the menu under your initials in the right hand corner.
You'll see all of your contacts from Xero for you to select which you'd like to import into Coreloops. You can import all of them by clicking 'Import All' or selecting the contacts you'd like to import individually.
