How do I set up Xero Payments Feed?
- Log in to Airwallex
- Navigate to “Settings” in the left-hand navigation bar and click on “Connections”
- Select the “Xero” tile under “Recommended” tab
- Click "See details" on the "Payments Feed" tile
- Click the “Connect” button
- Connect Xero user account: Provide your Xero credentials and grant access to the Xero organisations you wish to connect to Airwallex entities.
- Map Airwallex entities to Xero organisations: Each Xero organisation can only be mapped to one Airwallex entity.
- Select the Airwallex currencies to sync the details of payment transactions. We will create a Xero bank account with the naming convention {AWX_Payments_Account Nickname_Currency} for each currency to sync the itemised breakdown of payment transactions.
- Xero Payments Feed works with Xero Bank Feed to help you streamline reconciliation process for payments transactions. If you haven’t enabled the Xero Bank Feed for the currencies selected in the previous step, we’ll guide you through the setup process. Similar to setting up a bank feed, you can choose an existing Xero bank account to sync Airwallex wallet transactions, provided accounts in the syncing currency are available. Alternatively, you can sync Airwallex transactions to a new Xero bank account that will be automatically created for you using the naming convention: {AWX_Account Nickname_Cash_Currency}
- Finally, review your setup.
- Your Payments Feed connection is successfully setup.
How do I disconnect Xero Payments Feed?
- Navigate to the 'Connections' tab
- Select Xero Payments Feed to access its home page
- Click the disconnect button to disconnect