Xero

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

  1. Navigate to Settings β†’ Integrations

  2. Click the βš™οΈcog icon to configure Xero

  3. Click the 'Connect to Xero' button

  4. 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.

  5. 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.

  6. Click the 'Complete Xero Integration' button

  7. Navigate back to Settings β†’ Integrations

  8. Click the βš™οΈcog icon to configure Xero

  9. Click the 'View Clients' button

  10. Map any remaining clients in Gorelo to Contacts in Xero

  11. Click β€˜Update’

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

  1. Navigate to Settings β†’ Billing β†’ Invoice Settings

  2. Click the β€˜Sync’ button in the top-right corner to resync

  3. Set your default tax rate by clicking the β€˜Mark as default’ 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