To connect your Xero Account to Solvimon, go to the integration panel on Solvimon Desk under Menu → Settings → Integrations → Xero

Getting Started

To set up an integration with Solvimon Desk and Xero, you will need an active Xero account (for Sandbox environment, a Xero developer account)

Step 1 : Connect to your Xero Account

Once you click on Connect to Xero, you will see a pop-up like the one shown below

Once you click on Connect you'll see a window opening up where you need to login with your Xero Account credentials

On Authenticating your credentials, you will be navigated to this screen where you get to select Organisation from the dropdown (if you have multiple) and Select Allow Access to connect your Xero application to Solvimon

Make sure that you have the Xero Demo Company set up and selected if you are using the sandbox environment.

Step 2 : Setup configurations and Enable Integration

Once authenticated, you can view the configurations tab to enable the workflows you'd like to enable in your Xero Platform. Currently, the supported and out of the box workflows are listed under configuration but if you don't see the one you're looking for, you could reach out to your Sales Executive

Step 3 : Synchronise your data

Import Customers & Contacts

You can import your Customers from Xero to Solvimon to speed up your onboarding process.

Every Organisation entity in Xero is treated as a Platform for Solvimon

So PrimaryContacts in Xero become Customers in Solvimon which is equivalent to Accounts and their contact details are synced under Contacts in Solvimon

A list of fields that is currently synced from Xero

Solvimon	Xero
Customer	type
reference	AccountNumber
legal_name	Name
email	EmailAddress
address.line1	AddressLine1
address.line2	AddressLine2
address.city	City
address.state	State
address.postal_code	PostalCode
country	Country
tax_id	TaxID
registration_number	RegistrationNumber
custom_field (Xero Customer ID)	ContactID

Secondary contacts associated with the primary contact are synced as contacts on a customer in Solvimon with the following information

Solvimon	Xero
first_name	FirstName
last_name	LastName
email	EmailAddress
custom_field (Xero Contact ID)	contactID

Export Invoices with PDF

Whenever an invoice is finalised in Solvimon, it will automatically get pushed to Xero as an ACCREC Invoice

For Invoices pushed from Solvimon to Xero, each Product will be treated as a line item in the Xero Invoice along with it's usage, quantity, price and tax. Set up the tax accounts configuration in Xero as shown below.

The invoices will be exported with the PDF generated in Solvimon along in the attachments section of the invoice in Xero

A list of fields that is currently synced to Xero

Solvimon	Xero
invoice_number	InvoiceNumber
invoice_id	Reference
DRAFT	Status
billing_currency	CurrencyCode
invoice_date	Date
invoice_due_date	DueDate
invoice_amount_including_tax_quantity	Total
invoice_lines	LineItems

For invoice_lines

Solvimon	Xero
groups.description	Description
custom_field.product_code	ItemCode
groups.amount_excluding_tax.quantity	UnitAmount
groups.tax_categories.tax_amount_quantity	TaxAmount
tax_categories.category	TaxType

ℹ️
Configuring the account codes for revenue items ensures that the corresponding line items from the invoice are booked to the mapped account.

Mark Invoices as Paid

When this workflow is enabled, a scheduler runs daily at 9 AM CET. It checks all invoices marked as 'Paid' in Xero and updates the corresponding invoices in Solvimon accordingly.

Export Credit notes/invoices

You can configure the account code for Credit invoices to ensure it's exported to the correct account. The same tax configuration is applicable in this workflow as the one in export invoices flow.

All credit notes exported to Xero are of type ACCRECCREDIT

NOTE : The credit invoice exported to Xero is a positive value invoice and of type Credit and won't be a negative value credit note as you see in Desk

A list of fields that is currently synced to Xero

Solvimon	Xero
invoice_number	CreditNoteNumber
invoice_id	Reference
DRAFT	Status
billing_currency	CurrencyCode
start_date	Date
invoice_lines	LineItems

Import Billing Entities

You can import details of your billing entities (read more about billing entities here)

Every Organisation entity is treated as a Billing Entity in Solvimon, created and synced automatically on running the integration.

You can add more than one Billing Entity to your platform on Solvimon. In order to be valid for invoicing in Solvimon every Billing Entity needs the following

Name
Tax ID
Address
- First Line
- Postal Code
- City
- Country (read more about Country Code standardisation)

We Recommend the following steps

To gain the most value from the accounting integration, follow the below steps:

Import your customers from Xero to Solvimon
Use Solvimon to create Draft Invoices
Review and Edit invoices within Solvimon Desk as needed
Finalise and send invoices to customers using Solvimon
Invoices are automatically synced with Xero for revenue recognition and general accounting purposes

Once the integration is in place there can be multiple ways to setup the synchronisation. Its by default trigger based for updating the list but custom triggers can also be handled and for such requirements you can reach out to your sales executive for further assistance

You can now view your desired data on the Solvimon Desk and vice versa on your Xero platform based on the integrations chosen.

🎉 You're now all set and have enabled synchronisation!