Integration with Xero

In Xero, users will organize data into different accounts. There are 15 different account types organized into the five categories – Assets, Expenses, Equity, Liabilities, and Revenue.  Categorizing data in the correct accounts ensures the accuracy of financial statements.

For those integrations creating data in Xero, you will map your application financial data to the chart of accounts in Xero. This mapping streamlines the data flowing into Xero and increases efficiency. While each Xero organization comes with a default chart of accounts, developers should not rely on these default accounts as Xero users often customize or import different account codes from other accounting systems.

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    Validate your Xero account mapping

    Xero customers may continue to modify their chart of accounts after they’ve set up your integration. A best practice is to validate the user’s account mappings prior to performing an export. If any accounts are missing, you’ll want to notify the user and guide them back to your configuration screen. Once there, they can fix any issues.

    Xero Account setup

    After a user has successfully authenticated on Xero, they will be redirected back to your application, this is a perfect time to map a user’s chart of accounts. You are free to lay out your configuration screen in a way that makes sense for your application, here are a few dos and don’ts.

    • Don’t display a text field and ask the user to type in account codes. This is both error-prone and a bit annoying for the customer.
    • Do use drop-down controls populated with the users chart of accounts available from
    • Do set defaults for users – for example: if you are mapping sales revenue, check to see if a “Sales” account exists and make it the default selection.
    • Do offer to create new accounts unique for your application. If no relevant chart of account exists, you can prompt the user to create it in Xero for them.
    • Don’t just create new accounts and not allow the user to choose.
    • Do filter and show appropriate account types. For example, if the mapping requires a revenue account, only show those types of accounts.

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