Configuring the Xero Relaunch Integration in Priava

Article author
Priava Team
  • Updated

Priava's Xero integration allows you to share information about payments and invoices between Priava and Xero in real-time, making it easier for you to reconcile payments between the two systems.




Only system administrators can configure Integrations. If you are not an administrator, please consult a member of your team that is an administrator to increase the level of access you have been granted.


main_xero_sss.png

Configuring the Xero Integration in Priava

To configure the Xero integration:

  1. From the Admin page, under "Integrations", select "Xero"

    mceclip2.png

  2. You will be redirected to the Setup Wizard. There are seven parts to the setup, but you can save and exit the setup anytime and continue later if required

    mceclip0.png

  3. On the "Step 1 - Connect to Xero" page, click on_xero_login.PNG

    1.png

  4. The Xero login page will open in a new tab
    allow access
  5. Log into Xero and click access.PNG

  6. A message will appear when the setup has been successfully completed - this may take a few seconds to appear. Once complete, you can now close this tab and return to Priava

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  7. Once complete, "Authorisation Complete" will appear under "Login To Your Xero Account" on the "Step 1 - Connect to Xero" page

    mceclip2.png

  8. Click next.PNG

  9. On the "Step - 2 Start Configuration" page, select the relevant Xero Currency, Xero Payment Account, Default Xero GL Code, Payment Received Item and Rounding Item

    xero_step_2.JPG

  10. Under "Advanced Setup" you can opt to "Configure GL Code Filtering." This is not a mandatory setup requirement but can be used to send all or part of the GL Codes from Priava to Xero. If required, click mceclip19.pngand choose the relevant number of required GL Code characters that you would like to send from Priava to Xero

    mceclip20.png

  11. Click mceclip4.png

  12. On the "Step 3 - Tax Types" page, map the relevant Tax Types between Priava and Xero. Please note that:
    • Only tax rates with the same percentage will be available for mapping
    • One Xero Tax Rate can be mapped to multiple Tax Types in Priava

      mceclip5.png

  13. If required, click mceclip6.png to update the Tax Type name in Priava to be the same as the Xero Tax Rate name
    mceclip7.png

  14. Click mceclip4.png

  15. On the "Step 4 - Tracking Categories" page, select relevant Priava Event Custom Fields to map against the Xero Tracking Categories. Please note that mapping tracking categories is not mandatory

    mceclip9.png

  16. Click mceclip4.png

  17. On the "Step 5 - Payments" page, you can select the relevant Xero Bank Details, Merchant Fee and Tax Type

    5.png

  18. Click mceclip4.png

  19. On the "Step 6 - Setup Sync" page, choose the items you would like to sync between Priava and Xero. You can filter the items that you need to send by clicking mceclip10.png

    6.png

  20. Click mceclip4.png

  21. Before proceeding to the next step, we recommend that you test the integration in a Sandbox to ensure it is working as expected prior to activating the integration. If you do not have a Sandbox, please activate the integration and then monitor your initial transactions to ensure the integration is working as expected.

  22. To activate the integration, on the "Step 7 - Activate" section, provided you have tested the integration to ensure it is working as required, click active_button.PNG and you will notice the toggle on the screen changes to the  mceclip11.png status. 

    mceclip12.png

Provided you have completed all the steps outlined above, you have now completed the configuration process and your integration is ready to use. 

Inactivating the Xero Integration

To inactivate the Xero integration:

  1. From the Admin page, under "Integrations", select "Xero"

    mceclip2.png

  2. On the Details page, switch the toggle status from mceclip11.png to "Inactive"

Removing the Xero Integration

To remove the Xero integration:

  1. From the Admin page, under "Integrations", select "Xero"

    mceclip2.png
  2. On the Details page, remove your connection by clicking remove.PNG

    mceclip0.png

  3. Click mceclip1.png

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