Kieron James - 28th Feb, 2025
Let’s take a look at our integration with the Xero accountancy platform, which allows you to import customers from Xero and automatically create and send emails from payments generated using our One app.
The Xero integration is available for subscribers to our Plus and Pro plans and only takes a couple of minutes to integrate and connect.
From the main navigation, click “Integrations” and then choose “Xero”. You’ll see a link to the integration guidance notes. Once you’ve read these, click “Connect Xero”.
Once logged in, check the organisation and user details and then click “Allow access”.
If you haven’t already added a bank to your Xero account, you’ll see a reminder to do so here too. It’s important that you connect the same bank account that you use with Wonderful.
Choose how you’d like invoices to be created, synchronisation options for customers on both platforms, your VAT rate, and invoice timings.
But it’s really that simple to integrate Wonderful with Xero. You’re all done.
