Setup Transaction Fee Sync with Xero

Topic

The Xero integration allows you to automatically sync all payment transaction data from Tradify Credit Card Payments to Xero, including transaction fees, payouts, and refunds. This makes bank reconciliation faster and more accurate.

Note: This integration is separate from your invoice integration with Xero. You can install or uninstall the Transaction Fee Sync without affecting your existing Xero invoice integration.

Note: Only available in the UK and AU regions currently. 

Instructions

Initial Setup

1. Navigate to the Settings page.
2. Select Payments.
3. Select the Accounting Integration tab.
4. Select the Install button.
5. On the authentication screen, select Connect to Xero.
6. You will be redirected to Xero, where you will select the Xero organisation you want to connect.
7. Grant permission to Tradify Credit Card Payments.
8. You will be returned to Tradify to complete the setup on the onboarding screen.
9. Select Complete setup to finalise the integration.

Note: The integration will now automatically sync transaction fees, refunds, and payout data from Tradify Credit Card Payments to your selected Xero bank feeds.

Connected State

Once connected, you can view:

• Which Xero organisation is connected.
• The bank feed that Tradify Credit Card Payments is syncing to.
• Payout information and status.

You can also Sign out of your Xero session or Uninstall the integration from this screen, more info on this below.

Managing the Integration

Sign Out

To sign out of your current Xero session:

1. Navigate to the Settings Page.
2. Select Payments.
3. Select Accounting Integration.
4. Select Sign out.

Note: This signs you out of Xero but maintains the integration. You'll need to re-authenticate to access the app features.

Uninstall

To remove the Xero integration:

1. Navigate to the Settings page.
2. Select Payments.
3. Select Accounting Integration.
4. Select Uninstall.
5. Confirm the uninstallation.

Note: Uninstalling the Transaction Fee Sync won't affect your invoice integration with Xero.

Additional Information

For more information on Tradify Credit Card Payments, see here: Tradify Credit Card Payments Overview