Activate the Xero Integration

The Xero integration is a premium feature that saves you time by exporting your sales transactions, taxes, tips and refunds to your Xero account. You'll also be able to automatically sync your sales records, reconcile your books more easily as payments and fees are matched against your bank statement.

Note

Xero only pulls the previous two months from Vagaro when you start the integration.

All businesses can activate the Xero integration for an additional cost per month:

$30 USD/month
$40 CAD/month
$0 GBP/month (free)
$40 AUD/month

Note

If you turn off this feature before your billing date, you will still be charged at the end of your billing cycle, regardless of when you deactivated it.

Prerequisites: This feature is available for all Vagaro businesses.

How do I use this?

To activate the Xero integration:

Go to Settings → Manage Features → Integrations
Under Xero, select Learn more.
Select Connect to Xero.
Enter your Xero login credentials. Then select Login.
Select Allow access.
Select the Sync Start Date. This lets you pick when you want to start syncing the reports. You can also add a Nickname. Xero will display all your Vagaro transaction data under this nickname after synchronization.
Match your Vagaro transactions to your Xero Accounts.

The available accounts are from your Xero's "REVENUE" class account. Directions on the right side describe how to add accounts, if the ones offered don't work for you.
Match your Vagaro Payments to your Xero Accounts.

The available accounts are from your Xero's "Current Asset" type account with payments enabled. Directions on the right side describe how to add accounts, if the ones offered don't work for you.
Select a tax rate option from the drop-down menu.

Choices are:
- Auto Look Up
- Tax Exempt
- Tax on Purchases
- Tax on Sales
Toggle the "Sync transactions..." switch.

By toggling the "deduct fees" switch on, Vagaro will sync with Xero showing deposits minus bank fees.

If this switch is off, then Vagaro will sync with Xero showing the transaction list without deducting bank fees.
Once everything is set correctly, select Save and your sync will start.