You can connect your Paynode account to your Xero accounts to automatically sync your transaction data. This integration saves you a significant amount of time and helps you avoid the potential errors associated with manually entering data.
Have a smooth and secure process while transferring your transactions to Xero with our payments platform!
Initial setup
To connect your Xero account to our services, you need to have user permissions for "Currency Accounts" and access to your organization’s Xero account. It's a good practice to sign in to your Xero account before starting the integration, as this will help ensure a seamless process.
If you lack the right permissions, please contact your internal company admin.
How to Set Up the Xero integration
Navigate to the integration page in Paynode by going to Company > Settings > Accounting Integration. Press the blue Manage Xero button to start the integration.
If you were logged into your Xero account before starting the integration, you will be taken to a new page asking you to grant Avinode access to your Xero account. This means Avinode will be able to send information to Xero while ensuring your data remains secure. If you have any concerns, please read the Terms of Use available on this page.
Press Allow access.
When you have pressed the Allow access button, you will be directed to the Manage Accounts in Xero and have the option to connect your accounts in Paynode, make sure to connect all your accounts to ensure that all your transactions are captured in Xero. Connect your accounts by pressing the orange Connect button on the right side of the accounts, remember that there is one connect button per account.
Once you have connected your accounts, they will be indicated with a green "connected" status. If you don't see your accounts marked as connected, you may need to refresh this page after clicking the connect button.
If you ever need to disconnect the accounts, you can do so on this page at any time.
Your Paynode accounts are now successfully integrated with Xero—great job!
On this page, you will find a Continue button. Clicking it will take you back to your Paynode settings, where you should see the integration with Xero, along with the status marked as Linked.