1
Navigate to Settings > Integrations.
2
Click the ⚙️cog icon to configure Xero.
3
Click the Connect to Xero button.
4
Log in 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 > Integrations.
8
Click the ⚙️cog icon to configure Xero.
9
Click the View Clients button.
10
Map any remaining clients in Gorelo to contacts in Xero.
11
Click Update.
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.