How do I set up the Xero Expense Data integration?
You can watch our video walkthrough demo on how to set up Xero Expense Data, otherwise, see below for a step-by-step guide.
To set up the Xero Expense Data integration, navigate to the Connections page.
Select the Xero Expense Data tile to open the Xero Expense Data home page. Click the connect button in the top right.
You will see the following pages where you can select your Xero organisation. Make sure that the Xero organisation you select is the same for both Xero Expense Data and Xero Bank Feed.
Once you’ve selected your Xero organisation, you can review and connect the relevant currencies that you expect to incur expenses. If you don’t yet have Xero Bank Feed connected, you can connect your currencies.
If you have already connected Xero Bank Feed, your existing bank feed currencies will already display as connected.
After reviewing and updating your currency connections if needed, you can then review and edit the expense data that you want to import into Airwallex. This includes your chart of accounts (expense accounts and asset accounts), your tracking categories, your tax rates, and your contacts. You can choose to import all or a subset of the data. For contacts, you can choose to opt in to displaying imported contacts for your cardholders to use when submitting expenses.
Once you’ve successfully imported your expense data, you can customise which fields you want your employees to submit for their expenses in Expense Settings.
- In order to configure the Xero Expense Data integration, it is required that you first enable the Xero Bank Feed integration.
- You will only be able to import your expense accounts and the tax rates that can be applied to those expense accounts.
- Currently do not support import of accounts that are marked with the “Inventory” asset type in Xero.
- At this time we don’t support importing tracking categories with over 1000 category options, and we don’t support importing Xero contacts from accounts with over 10K contacts.
What if I don’t want to use tracking categories or tax rates?
If you do not want to import your tracking categories or tax rates from Xero, you can unselect all values on the import page. If you do so, that field will no longer show up in Settings or on the expense details pages.