Xero integration is provided on a self-installation basis by following the detailed Xero Integration User Guide. Please note that due to changes made by Xero on September 30, 2021 existing users of this feature will also need to reconfigure their integration following this guide.
Key integration features include:
3 types of integrations: Daily Summary (recommended for most users), Detailed & Detailed-Single Contact
Ability to synch practice groups to different organisations within the same Xero account or to separate Xero subscriptions
Detailed breakdown of payments in Xero to help with reconciliation
Before using this integration, please note that Xero does not provide any means to reverse an upload made to their system. It is highly recommended that you test your integration using the 'Demo Company (AU)' organisation before uploading data to your live (production) Xero organisation.
To integrate with Xero you will need:
Front Desk v21.0.0 or above.
An active Custom Connection Subscription within Xero.
Your Xero account information.
Smartsoft does offer paid consulting services for assisted Xero implementation; however, we expect most users will be able to manage their integration without issue.