Xero Integration

With our Xero Integration feature, you'll be able to export your sales transactions, taxes, tips and refunds to your Xero account. You specifically can do the following:

Automatically sync your sales records to Xero online.
Reconcile your books much easier as payments and fees are matched against your bank statement.
Save time and increase accuracy using Sync with Vagaro for Xero Online.

Note

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

Prerequisites

Available for all Vagaro businesses.

How do I use this?

Navigate to Settings → Add-Ons → Integrations
Under Xero, click Learn more.
Click Connect to Xero.
Enter your Xero login credentials. Then click Login.
Click 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, click Save and your sync will start.