> ## Documentation Index
> Fetch the complete documentation index at: https://help.gorelo.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Xero integration

> Integrate Gorelo with Xero to sync clients, invoices, tax rates, and payments, with step-by-step OAuth setup and account-level mapping configuration.

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

<Steps>
  <Step title="Navigate to Settings > Integrations." />

  <Step title="Click the ⚙️cog icon to configure Xero." />

  <Step title="Click the Connect to Xero button.">
    <Frame>
      <img src="https://mintcdn.com/gorelo/lSDtopHHxQOVmW9k/images/image-147.png?fit=max&auto=format&n=lSDtopHHxQOVmW9k&q=85&s=8e2ddb01dfecc0d433c57926aedbd59b" alt="Image 147" width="758" height="220" data-path="images/image-147.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/gorelo/qTZ5d9j_QXZjqXH8/images/image-148.png?fit=max&auto=format&n=qTZ5d9j_QXZjqXH8&q=85&s=bad6792eb70acdf5a7ba1c771a270aa3" alt="Image 148" width="1375" height="661" data-path="images/image-148.png" />
    </Frame>
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click the Complete Xero Integration button." />

  <Step title="Navigate back to Settings > Integrations." />

  <Step title="Click the ⚙️cog icon to configure Xero." />

  <Step title="Click the View Clients button." />

  <Step title="Map any remaining clients in Gorelo to contacts in Xero." />

  <Step title="Click Update." />
</Steps>

<Tip>
  **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**](https://app.gorelo.io/Admin/admin-settings#billing#productcategories) and Subcategories — products/bundles will then inherit these COA codes.
</Tip>

## Set the default tax rate

<Steps>
  <Step title="Navigate to Settings > Billing > Invoice Settings" />

  <Step title="Click the Sync button in the top-right corner to resync." />

  <Step title="Set your default tax rate.">
    Click the **Mark as default** button on the far right of your chosen tax rate.
  </Step>
</Steps>

<Tip>
  **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**](https://app.gorelo.io/Admin/admin-settings#billing#productcategories) and Subcategories — products/bundles will then inherit these tax rates
</Tip>

## How Gorelo syncs with Xero

The following table explains how to use invoices in Gorelo to ensure they sync in Xero, and vice versa.

| Action                      | Do it from     |
| --------------------------- | -------------- |
| Creating an invoice         | Gorelo         |
| Approving a drafted invoice | Gorelo or Xero |
| Sending an invoice          | Gorelo         |
| Posting a payment           | Xero           |