Deel offers you a simple way to sync up any contracts you wish with Xero; you can select a handful, or every single one. Please keep in mind that you're required admin as a role in the Team Settings to have access to link contracts on Deel with Xero.

In this article you will find:

Getting started

‍‍Log in to your Deel account and click the integrations tab on the left-hand side.

Locate and click the Xero option under "Accounting" and click connect on the next page.

You may be prompted to log in to your Xero account if not already.

There will be 5 installations steps in order to set up your integration with Xero and Deel.

Step 1

Select the entity you desire and click next.

Step 2

Here you can decide the specific Xero account to use for each bill.

Step 3

This step will ask if you will want to automatically sync all new contracts with the integration. Click on the toggle to enable the feature if desired.

Step 4

You will be able to choose between draft, submitted, and authorized as the default status all your invoices are created in.

Step 5

Finally, you have two last options to customize.

First, you can decide if you want us to synchronize each invoice along with an invoice payment so the invoices get marked as paid.

Second, choose the default payment account.

Congratulations, you just integrated your Xero account to Deel!

Walkthrough Video with Step by Step Instructions

FAQs

Can I synchronize past invoices?

Yes, you can. To load past invoices, choose the date from which you want to sync retroactively.

Will my invoices be automatically synchronized?

Yes, Deel will automatically sync all the invoices starting from the date of integration.

How can I disconnect Xero?

Go to 'Integrations', select 'Settings' along the top, scroll down, and select 'Delete integration'.

What if the person who set the integration up leaves?

You can set up an email notification to go to several inboxes so if someone is off, or has left the organization, there isn't a single point of failure.

Do I get notifications if there is an issue with the integration?

An email notification setting has been added to the Xero integration, and the user can add as many email addresses as they wish so people get notified.

I have a client that would like to differentiate expenses within their integrated invoices but I have no idea if that's doable. They want to put expenses either in a contractor expense section and contracted companies section

We have added support for Xero tracker categories so that invoices can be coded to not just the chart of accounts but also up to 2 categories that the client defines (that’s the max that Xero allows) themselves.

These categories can be set for the whole integration (default) and can also be applied exceptionally on a contractor-by-contractor basis. All can be done from within the Deel platform. Additionally, we have a standard item/adjustment type.

Currently, tracker categories can only be applied to whole integration or specific contractors. However, in the very near future, we will also be adding support to specify the tracker cat option based on the type of expense (eg. bonus, allowance, etc).

What is the process for when a client is paying in multiple currencies? Example:

"The client is trying to change the currency option for 3 of his contractors from CAD to USD. No matter what setting he chooses, the currency stays the same.

He changed the default to USD and now new links are in USD but these 3 that were set up before that aren’t changing".

The currencies are stored on the Xero side, so to fix that the client needs to:

Create new vendors on Xero with the right currency he wants
On Deel, go to the "Contractors" tab of integration and choose the recently created vendor by clicking on the vendor name.

Given that this client configured the currency setting to be invoice (see settings > advanced > currency setting on Deel Xero) It does not make sense to change those contractors to USD, it will lead to errors. The right question is: In which currency the client expects Andrew James Pye Invoices to be pushed to Xero?

If the answer is USD, and the client pays in USD, then the client has to change the advanced setting to payment. Also, check the currency setting on the contractor level.
If the answer is CAD, the client needs to leave things as they are.

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