Data Flow Diagram
The below flow diagram represents the flow of data between Zeevou and Xero.
Linking with Xero
Step 1: Sign up with Xero.
Step 2: Log in to Zeevou Hub.
Step 3: Under Integrations -> Integrations, click on Xero and click on Connect. Finally, Save and Close.
Step 4: Enter your Xero login details.
Step 5: Click on Allow Access.
Step 6: If the integration is successful, you should the green sign as Connected.
Pulling data from Xero
Step 1: Pull your Chart of Accounts from Xero
Go to Finance -> Accounting -> Chart Of Accounts, and click on the Sync Accounts.
This will pull all the details from your Chart of Accounts in Xero.
Step 2: Set Accounting Schema
Go to Finance -> Accounting -> Accounting Schema and click on Create Accounting Schema.
At first, you should tick the Default Schema box and fill out all the fields by scrolling down. Finally, Save and Close.
Note: All the fields need to be filled out in Default Schema; otherwise, the system gives you an error message, and you will not be able to Save and Close.
When the Default Schema is set, you can define more schemas per deal by unticking the Default Schema and filling out the Deal. All the fields in the Default Schema are mandatory, but in per_deal_schema, the fields are optional. When you are trying to post an invoice, the system first reads from deals_schema automatically. Any empty field will be loaded from the Default Schema. Finally,Save and Close.
Step 3 (Optional): Sync Tracking Categories
1. First, you need to sync Tracking Categories Xero and map them to their related entities in Zeevou. Go to Integrations -> Xero Tracking Categories:
2. Click on Sync Tracking Categories. As a result, all the categories which you have defined in Xero will be pulled into Zeevou.
3. Once the categories have synced, choose the target entity types by inline editing. Currently there are three target types: Property, Unit Type, and Unit. Select each type, open, and edit it.
4. Next, you need to click on Sync Tracking Category Options on the top right-hand corner of the page. After that your tracking options will be downloaded from server and related grid on this page will be filled with mentioned data.
Please remember that every time you update Xero tracking categories OR tracking category options on Xero website, you should sync them on Listings from Settings -> Xero Tracking Categories.
Step 4: Sync Tax Schemas
To post the Tax details of invoices to Xero, you need to Sync Tax Schemas with Xero.
Under Finance -> Accounting -> Tax Schemas, click on Sync Tax Rates With Xero button.
Posting Invoices to Xero
Zeevou can post invoices to Xero once a guest checks out. Before that point, the invoice in Zeevou is kept as a draft invoice (pro-forma), and it cannot be posted to Xero yet as there may be changes to the booking before the guest leaves. To post invoices to Xero, all invoice lines should have an account. To do so, you need to not only fill them in the Accounting Schema, but also have set up Investor Deals. Once you have done so, click on Finances -> Invoices and open the relevant invoice. You should see an option on the top right “Post to Xero”. Once posted, you can click on the Remote Invoice No. to check if the details have been sent across correctly. If you want invoices to be sent for every booking that you mark as checked-out, visit Settings -> Organisation Configuration and tick “Auto-Post Invoices To Xero” under “Invoice & Xero Configuration”.
Note: For the invoices which have already been created before the integration and have no accounting code, you should change their status to Draft and then try to Regenerate the Invoice. After regenerating, the invoice will be filled by assigned Account Codes in Accounting Schema.
How can I disconnect from Xero?
Under Integrations -> Integrations, scroll to Xero and click on Disconnect.