Getting Started with Xero

Note: Completing this authentication requires Xero Standard User level of access.

Xero is a Source that SaaSync supports in syncing to a Destination. To get started syncing Xero to a Destination:

1. Create a SaaSync account (support article) or login to SaaSync if you already have an account,

2. From the SaaSync Connections page, add Xero as a Source (support article - Setting up your first Source sync),

3. Enter a name in the Name field,

4. Enter the appropriate sync options,

• • Only Import Records Beginning On

    • Leave blank to import all historical data from Xero. Add a date if you desire to only sync data with a transaction date on and after a certain date.

  • Include Receive Money Transactions

    • By default SaaSync does not sync Receive Money Transactions because they may be synced via another billing system. Select to enable.

  • Infer Service Periods

    • If this is enabled, SaaSync will attempt to determine service period and subscription information based on keywords found in the product name or line description (monthly, annual, etc). Example: "Gold Plan Monthly" will take the invoice date and use that as the start and the end date one month out.

  • Use Accounts as Products
    • If this is enabled, SaaSync will use your Account codes instead of Items in Xero as the product that is sent to ChartMogul.  In this scenario, you probably do not use Xero Items and your chart of accounts (sales accounts) are setup to reflect your products that you sell.

5. Select the appropriate setting for Cancellations.

Because Xero doesn't have the concept of "subscriptions", there is no indication from Xero when one of your customers or their subscriptions cancels (typically you just stop invoicing them).

• • Cancel subscriptions when they are past due for more than N Days (recommended)
    • SaaSync has a feature that will auto-cancel a subscription once it becomes N days past due.  
  • Leave subscriptions as is until I explicitly cancel them
    • You can choose to manually cancel subscriptions in SaaSync if you desire.  In this scenario, when a customer churns you will have to log into SaaSync and add a cancellation date to the subscription that has cancelled.

Learn more about cancelling Xero subscriptions via SaaSync.

6. Select Connect to Xero

Next Steps

Authenticating with Xero