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

After Recycly has installed the Xero integration

Refresh your RecyclyERP to make it available

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