This article explains how clients can set up the Xero integration on Deel.
In this article:
Setting up the Xero integration
How to set up the Xero integration
Jump to video tutorial
✅ Step 1 – Connect to Xero
Select the Hub icon and App tab on the home page, select Xero, and then Connect.
✅ Step 2 – Authenticate Deel to access Xero and choose your Xero entity
✅ Step 3 - Select the entity to integrate and click Next.
✅ Step 4 – Select the Xero account to use for each bill and click next
✅ Step 5 – Customize integration
If you want to sync all new contracts with your integration automatically, you can enable that feature now.
Additionally, you can see if multi-currency has been set up in Xero.
You can jump to the Xero multi-currency support section of this article to learn more.
Finally, you can choose if you would like Deel to sync your invoices in the invoice currency or in the payment currency.
Click Complete Setup to finalize the integration.
Video Tutorial
Xero tracker categories
Xero tracker categories help customers to categorize their spending with greater granularity (beyond chart of account mapping) in the way they define it.
It is possible to set up a maximum of 2 tracker categories in Xero.
Clients can set up and edit categories in Xero via their Advance Settings. Doing this maps the invoices from Deel to Xero, according to the tracker category that they set.
Categories cannot be configured during the initial setup process as this is an advanced feature, so it needs to be done once the integration has been set up.
Setting up tracker categories
To map an existing tracker category in Xero to Deel, the client can do this on a default level or on the contractor level.
✅ Step 1 – Select the App Store tab on your home page
✅ Step 2 – Open the Xero integration and select Setings
A Xero tracker category card will be visible.
If tracker categories are set up in Xero, they will be pulled through to this card.
The default level will be set to "Uncategorized", but a default option can be selected for each tracker category. This will then automatically be applied to all contractors whose invoices are being pulled via Deel, unless the trackers on an individual contractor level are chosen to be configured.
To set up configurations on a contractor level, it will have to be done on a one-by-one basis:
✅ Step 1 – Go to the Contractor tab and select a contractor from the list.
✅ Step 2 – Review available tracker categories that can be configured
See the available categories on the box on the right-hand side.
✅ Step 3 – Click on the tracker category to select which option to map to
This will remove the default mapping and change it to their individual tracker setting.
Any invoices from this contractor going forward will now be linked to this tracker.
Xero multi-currency support
Deel recommends that you enable multi-currency on Xero in order to prevent errors.
If multi-currency support is not setup, log in to Xero and follow these steps to enable it:
✅ Step 1 – Go to Settings
✅ Step 2 – Select Currencies
✅ Step 3 – Select Add currency and choose the correct currency
✅ Step 4 – Click Confirm to add currency
✅ Step 4 – Return to the Deel Integrations page and click Refresh.
Custom Expense Categories
Assign invoice expense lines to different accounts or classes within Xero, according to the custom expense categories set up in Deel.
✅ Step 1 – Select the Settings tab and click Configure
✅ Step 2 – Assign custom expense category to Xero account or class
Select a custom expense category from the dropdown list.
Expense category options will be greyed out on the dropdown if it has already been used.
Click Create
Plugins
Documents Sync plugin
This plugin allows syncing the PDF of the invoice and the attachment files with Xero by simply switching the toggle on or off.
Payment Sync plugin
This plugin allows mapping payment methods to payment accounts.
Map a default payment account that Deel will use for all invoice payments made using bank transfers or unmapped saved payment methods. Select one default payment per currency.
Map each saved payment method to a payment account to be able to map new saved payment methods in Deel in settings.
FAQs
[ACCORDION] Can past invoices be synchronized?
Yes, they can. To load past invoices, choose the date from which to sync retroactively.
[ACCORDION] Will invoices automatically be synchronized?
Yes, Deel will automatically sync all the invoices starting from the date of integration.
[ACCORDION] How can Xero be disconnected?
Go to 'Integrations', select 'Settings' along the top, scroll down, and select 'Delete integration'. For step-by-step instructions, check this article.
[ACCORDION] What if the person who set the integration up leaves?
The email notification can be set up to go to several inboxes so if someone is off, or has left the organization, there isn't a single point of failure.
[ACCORDION] Are notifications sent if there is an issue with the integration?
Yes, Deel will send out notifications of integration or global payroll sync issues. Specify an organization manager email (or as many emails as needed) to receive these notifications.
To do this:
✅ Step 1 - Go into the Xero integration and click on the inverted ellipsis (three dots) next to the Sync Integration button.
✅Step 2 - Select Email notifications settings from the list of options.
✅Step 3 - In the Email notifications settings drawer, click on the Add button to add an email notifications list.