Xero: Integration Overview & Guide

Overview of the Recycly <> Xero integration

The Recycly Xero integration is an optional add-on that allows you to connect Recycly to your Xero accounts system.  Note that this requires a Xero account managed by you.

Installing the Xero integration

App installs (such as the Xero Integration) are only possible by Recycly, so please email support@recyc.ly to request installation of the Xero integration app

Configuring your Xero integration

If you have access to the Setup Assistant, follow instructions there, else do as follows:

1. Users & Settings > Settings > Companies
2. Go into your Company and select the "Xero Integration" tab
3. Use the buttons to connect to Xero and test your connection

Key features of the Recycly <> Xero integration

1. Accounts (Companies and Contacts)
2. • Link your Recycly Companies and Contacts to existing records in Xero
   • Create Xero Customer and Supplier records directly from Recycly
3. Invoices, Credits, and Payments
4. • Raise Xero Invoices and Credit Notes from your Recycly
   • View the status of Xero Customer Invoice payments in Recycly
5. Other
6. • Map each Recycly Tax Code to a corresponding Xero Tax Code
   • Note that Recycly supports multiple Tax Schemes, each of which has it's own Tax Codes, and each of those can be mapped to a Xero Tax Code

Additional notes

• When you create a new company in Recycly with all mandatory details, on the Sales and Purchase tab you can either Create a New Xero Contact, or select one from the list if they already exist in Xero
• By default, the customer code is generated from the first 8 characters of the company name, but you can customise this via Settings > Address Book > Customer Code
• • Customer codes must be unique in Recycly, but there is currently no duplicate-checking on the customer code between Recycly and Xero
• When generate an invoice in Recycly, you can see a button on that invoice to "CREATE INVOICE IN XERO" which pushes the invoice and all details from Recycly to Xero
• • We'd recommend doing this when finalising each invoice, rather than (for example) at the end of each day
• DRAFT vs APPROVED
• • By default, Recycly generates DRAFT invoices in Xero - this is to give you an opportunity to tailor and test your integration
  • You may want to leave the functionality this way, but there's also an option in Recycly to post invoices into Xero as approved