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Gorelo integrates with Xero, which allows you to sync clients, invoices, tax rates, payments and more!
1

Navigate to Settings → Integrations

2

Click the ⚙️cog icon to configure Xero

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Click the 'Connect to Xero' button

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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.
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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.
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Click the 'Complete Xero Integration' button

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Navigate back to Settings → Integrations

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Click the ⚙️cog icon to configure Xero

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Click the 'View Clients' button

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Map any remaining clients in Gorelo to Contacts in Xero

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Click ‘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 — products/bundles will then inherit these COA codes.

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Set the Default Tax Rate

1

Navigate to Settings → Billing → Invoice Settings

2

Click the ‘Sync’ button in the top-right corner to resync

3

Set your default tax rate

Click the ‘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 — products/bundles will then inherit these tax rates