Cledara's integration with Xero simplifies your accounting process by automatically syncing bank statements, transactions, and invoices to your Xero account.
To know how it looks in your Xero account once it is set up, check out our Xero guide here:
Jump to the FAQ section below:
What kind of role do I need to set up the integration?
Why can't I see my existing Cledara bank feed in Xero?
If I switch these Xero configuration, will the changes applied to previously pushed transactions?
As an Admin or a Finance user, head to Settings > Integrations in Cledara to activate the integration.
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Click on Connect and follow the steps to log into Xero. You will be taken to Xero to log in and verify your account.
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Once your Xero account is connected, you can click on the toggle to start the sync. If you have both EUR and GBP accounts, you can toggle them on and off separately.
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Once confirmed, you will see the linked account(s) toggled on.
- And that's it! You can now customise what to push and where to push to in the Xero Settings under each application. Find more information here.
FAQ
What kind of role do I need to set up the integration?
You need to have Admin rights to Xero to set up the integration.
If additionally you have the Adviser user role to make changes on and before a lock date, Cledara will be able to push transactions on and before the specified lock date.
Why can't I see my existing Cledara bank feed in Xero?
We start pulling bank feeds since the day of your connection, so if you already had transactions on Cledara before you connected to Xero, historical bank feeds before the integration are not pulled retroactively.
If I switch these Xero configuration, will the changes applied to previously pushed transactions?
They will not be applied to retroactively change what has been pushed. The new configuration will only be applied to new transactions from there on.
If you don't use Xero, QuickBooks, or NetSuite, check this section to learn how to export your transactions to your accountancy platform.