You can integrate Xero in just a few clicks from the Administrator Panel in Nexudus once you've met all the requirements detailed below.
Make sure you have API access enabled in your user account before you start the integration process. Go to Settings > Users and Security and click on your profile. Make sure the API access checkbox is ticked and save your changes.
What You Need to Integrate Xero
You need to make sure both your Nexudus and Xero accounts are set up correctly before enabling the integration. Properly matching both accounts will ensure you invoice transfers run smoothly, minimizing the number of transfer errors.
1. Matching Charts of Accounts in Xero and Nexudus
Your chart of accounts in Nexudus needs to match your chart of accounts in Xero. This means that your financial accounts in Nexudus must match at least one of the accounts you have in your Xero account.
Both accounts have to be an exact match, meaning the name of the accounts and their codes must be identical.
For example, if your account in Xero is named Revenue and its code 1234, you need a financial account in Nexudus that is named Revenue with a code that is 1234.
You can create or edit your financial account in Nexudus via Settings > Billing and Accounting > Account.
Financial accounts list in Nexudus
You also need to make sure this account is assigned to all the items you sell in Nexudus. You can access your chart of accounts via Finance > Chart of Accounts in Nexudus.
All you need to do is click on the item and select the financial account that matches the financial account set in Xero from the drop-down menu.
Account Page in the Finance section
Chart of accounts in Xero with matching name and code
2. Matching Tax Rates in Xero and Nexudus
Your tax rate in Nexudus need to match your tax rates in Xero. The tax rate needs to be identical and have the exact same name in both platforms.
For example, if your tax rate in Xero is named VAT (20%) with a value of 20%, then your tax rate in Nexudus has to be named VAT (20%) and have a 20% value.
You can create and edit your tax rates in Nexudus via Settings > Billing and Accounting > Tax.
Tax rates in Nexudus
Tax rates in Xero
You also need to make sure your tax rates applies to all the items you sell to customers in Nexudus. You can access the list of tax rates via Finance > Tax Rates.
All you need to do is click on the item and select the Nexudus tax rate that matches the tax rate set in Xero from the drop-down menu.
Tax Rates Page in the Finance Section
- Go to Settings > Integrations.
- Scroll down to the Accounting Systems section and click the Xero tile.
- Select your revenue account in the Payments account code field.
- Select your Nexudus tax rate in the Default tax code field.
- Set the Use invoice period as invoice date field option to YES if you want the invoice date in Nexudus to be the invoice date in Xero.
If you leave it set on NO, the default invoice date will be the date of the transfer to Xero.
- Select the invoice status you want to apply to all invoices you transfer to Xero.
Not sure which status you should pick?
The Draft and Submitted status require you to manually approve every invoice transferred to Xero.
The Authorized status automatically approves every invoice transferred to Xero.
We recommend selecting the Authorized status unless you have specific accounting constraints that require manual invoice approval.
- Click Connect with Xero.
You are redirected to the Xero login page.
- Enter your Xero credentials and log in.
- Accept the connection between Xero and Nexudus.
You are redirected to Nexudus.
- Click Save changes.
You've completed the Xero integration with Nexudus and you can start transferring your invoices to Xero.
Example of a complete Xero integration
Check out our guide on Transferring Invoices to Xero for step-by-step instructions.