Written By Mikel from Gorelo
Last updated 3 months ago
Gorelo integrates with Xero which allows you to sync clients, invoices, tax rates, payments and more!
Integrate with Xero
Navigate to Settings β Integrations
Click the βοΈcog icon to configure Xero
Click the 'Connect to Xero' button
Login with your Xero account, select the appropriate organization (if there are multiple) and click 'Allow Access' -- you will then be redirected back to Gorelo with a success message.
Select a default Chart of Account (COA) code from the list
This will be used for any item synced from Gorelo to Xero that does not have a COA code applied automatically to the product/bundle/category
It is recommended to create a new COA code such as '4444 Uncoded from Gorelo' to make it obvious when something synced without a legitimate COA code. If this code has just been created then F5 refresh while on the 'Integration with Xero is successful' screen so it appears, or start the integration again.
Click the 'Complete Xero Integration' button
Navigate back to Settings β Integrations
Click the βοΈcog icon to configure Xero
Click the 'View Clients' button
Map any remaining clients in Gorelo to Contacts in Xero
Click βUpdateβ
Tips!
Clients in Gorelo with identical names to Contacts in Xero will be mapped automatically
Chart of Account (COA) codes can be set individually on the following levels:
Products
Bundles
Chart of Account (COA) codes can be set via Product Categories and Subcategories β products/bundles will then inherit these COA codes.
Set default tax rate
Navigate to Settings β Billing β Invoice Settings
Click the βSyncβ button in the top-right corner to resync
Set your default tax rate by clicking the βMark as defaultβ button on the far right of your chosen tax rate
Tips!
Tax rates can be set individually on the following levels:
Products
Bundles
Contract line items
Invoice line items
Tax rates can be set via Product Categories and Subcategories β products/bundles will then inherit these tax rates