Please read the overview article before completing these steps: Xero: Overview
Important:
We recommend you set your integration to manually send data until you fully understand the process. If you have two customers with exactly the same name in Commusoft, it will create one customer in Xero.
Choosing your package:
- First, go to your company settings.
- Under the 'Integrations' section, click 'Accounting interface'.
- You will see a page where you can select the accounting package. Select Xero and click 'Choose package' in the bottom right.
- You will be redirected to Xero and you may need to login, enter your Xero credentials and click 'Login'.
- Then you will see a page where you will need to allow Commusoft access to your Xero account. Click 'Authorise'.
- You will be redirected back to Commusoft.
Completing the setup and preferences:
- You will now be asked to complete the setup and a series of preferences. Follow all the steps carefully, ensuring you read all the information provided.
- You will be asked whether you would like to import your customers and suppliers from Xero into Commusoft.
- Select 'Yes' or 'No' and then click 'Next step'.
- If you do not have a value in the title field, Commusoft will automatically place the first one in your list in system settings into this field.
- Commusoft are not responsible for the data that is taken from your accounting package. The system will take the data from your package and import it into Commusoft. Some accounting packages do not have Estate agents, they are shown as Company's, therefore they will be imported as companies in Commusoft.
- Read the information and tick the box to confirm your selection, then click 'Next step' once more.
- You will be asked what date you would like the import to start from.
- You can select the date you started using Commusoft, or you can select any date, today, past, or future.
- You may want to backdate your accounting integration to the beginning of the current quarter or the beginning of your financial year.
- You may want to select the current date so that moving forward all accounting information will be synced.
- You may want to select a date in the future for the beginning of the next quarter or the next financial year.
- Select your choice and click 'Next step'.
- Read the information and tick the box to confirm your selection, then click 'Next step'.
- You can now select when you want Commusoft to send data to Xero. You can select from Automatically (every two hours) or Manually (when you click the Send data button).
- Please note if you choose automatic, you can still manually sync Commusoft and Xero by clicking the Send data button at any time you wish.
Important: We recommend setting your integration to manually send data until you fully understand the process.
Choose one of the options from here and click 'Next step'.
- Read the information and tick the box to confirm your selection, then click 'Next step'.
- The accounting integration has now been set up and you will see this confirmation page. Read the information carefully and click 'Close'.
- You will now see the accounting integration dashboard.
- You will have some data in the waiting to be sent box. This means that data is ready to send to Xero, you can click the 'Send data now' button to send the data from Commusoft to Xero.
Before you press 'Send data now' it is important to link your nominal codes and customers if required.