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# Xero

Connect Solvimon to Xero to import your customers, contacts, and billing entities, and to push invoices and credit notes to Xero for accounting.

---

## Prerequisites

* An active Xero account. For the sandbox environment, a Xero developer account.
* If you are using the sandbox environment, make sure the Xero Demo Company is set up and selected.

## Connect Solvimon to Xero

#### Connect your Xero account

In Solvimon Desk, go to **Menu → Settings → Integrations → Xero** and click `Connect to Xero`. You'll see a pop-up like the one shown below.

![](/_fern-img/90ba181ab6649077ba79fcac0e3fe95c94b99c15e3fca8f1b52852107ff86679.webp)

Click `Connect` and log in with your Xero account credentials in the window that opens.

After authenticating, select your `Organisation` from the dropdown (if you have multiple) and click `Allow Access` to connect your Xero application to Solvimon.

![](/_fern-img/fc987ea6f0ae59fa55fc89fb065fc7a67aa074fc02e19b2188d2a0e20b939f0b.webp)

#### Configure and enable workflows

Once authenticated, open the configurations tab to enable the workflows you want to run against your Xero platform. The supported out-of-the-box workflows are listed under configuration; if you don't see the one you're looking for, reach out to your Sales Executive.

![](/_fern-img/6066dc34cd29ae255af403e4d1b33cfac652459d2679bcaf4202eb20be3948fe.webp)

## Data flow

```mermaid
flowchart LR
    XR[Xero] -->|customers, contacts, billing entities, payment status| SV[Solvimon]
    SV -->|invoices, credit notes| XR
```

| Workflow                      | Direction       | Trigger                                |
| :---------------------------- | :-------------- | :------------------------------------- |
| Import customers and contacts | Xero → Solvimon | Manual                                 |
| Import billing entities       | Xero → Solvimon | Automatic, on running the integration  |
| Export invoices with PDF      | Solvimon → Xero | Automatic, on invoice finalisation     |
| Export credit notes           | Solvimon → Xero | Automatic, on credit note finalisation |
| Mark invoices as paid         | Xero → Solvimon | Daily scheduler, 9 AM CET              |

#### Import customers and 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` in Solvimon. Primary `Contacts` in Xero become `Customers` in Solvimon (equivalent to `Accounts`), and their contact details are synced under `Contacts` in Solvimon.

| 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:

| Solvimon                        | Xero         |
| :------------------------------ | :----------- |
| first\_name                     | FirstName    |
| last\_name                      | LastName     |
| email                           | EmailAddress |
| custom\_field (Xero Contact ID) | contactID    |

#### Import billing entities

You can import details of your [billing entities](/platform-guides/platform-configuration/billing-entities).

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. 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 [supported locales](/platform-guides/for-developers/locale) and country code usage)

#### Export invoices with PDF

Whenever an invoice is finalised in Solvimon, it is automatically pushed to Xero as an `ACCREC` invoice.

Each Product is treated as a line item in the Xero invoice, along with its usage, quantity, price, and tax. Set up the tax accounts configuration in Xero as shown below.

The invoice PDF generated in Solvimon is exported along with the invoice, in the attachments section of the invoice in Xero.

![](/_fern-img/18218e9fa85d03b3f2301e12eb7cdce971768223ad0f3cf2e5f6e8f470f10f6a.webp)

| 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     |

Each invoice line is mapped as follows:

| 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](https://developer.xero.com/documentation/api/accounting/types#tax-types) |

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

#### Export credit notes

You can configure the account code for credit notes to ensure they are exported to the correct account. The same tax configuration applies to this workflow as to the invoice export flow.

All credit notes exported to Xero are of type `ACCRECCREDIT`.

> **Note**
>
> The credit note exported to Xero is a positive-value invoice of type Credit, not a negative-value credit note as shown in Desk.

![](/_fern-img/803aab31bfca37344977c383d6dfd95b587b79daa51c752ec8d1a334db15029e.webp)

| Solvimon          | Xero             |
| :---------------- | :--------------- |
| invoice\_number   | CreditNoteNumber |
| invoice\_id       | Reference        |
| DRAFT             | Status           |
| billing\_currency | CurrencyCode     |
| start\_date       | Date             |
| invoice\_lines    | LineItems        |

#### 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.

## Recommended workflow

To get the most value from the integration, follow these steps:

1. Import your customers from Xero to Solvimon.
2. Use Solvimon to create draft invoices.
3. Review and edit invoices in Solvimon Desk as needed.
4. Finalise and send invoices to customers using Solvimon.
5. Invoices are synced to Xero for revenue recognition and general accounting.

> **Note**
>
> Synchronisation is trigger-based by default. If you need custom triggers, reach out to your sales executive.