# Connecting Xero

> Connect your Xero organisation to Prevarro, choose its accounts, tax rates and tracking, and match your Xero contacts to the ones in Prevarro.

*This article is being updated.*

If your business keeps its books in Xero, connect it from **Settings → Integrations**. The **Xero** card sits under **Accounting**. Connecting needs a role that can manage integrations.

Once connected, Prevarro reads your Xero organisation's details, accounts, tax rates and tracking categories, and checks them again about once an hour. Your Xero contacts come across once, when you connect, for you to match to the people and organisations already in Prevarro.

## Connect

1. Go to **Settings → Integrations** and find the **Xero** card.
2. Select **Connect to Xero**. Xero opens. Sign in and allow access.
3. You're brought back to the card, which reads **Xero connected.**

If your Xero sign-in covers more than one organisation, the card reads **Connected - finish setup**. Select **Retry**, then select **Connect** beside the organisation this business uses.

If you choose a different organisation from the one this business used before, its button reads Switch. You type SWITCH to confirm, and switching can't be undone.

Prevarro won't connect an organisation whose base currency doesn't match your business's books, or one that's already connected to another Prevarro business. The card tells you which.

If the card reads **Xero is not set up on Prevarro yet.**, connecting isn't available yet.

## Once you're connected

The card reads **Connected**. Its line shows your organisation, when it connected, how long its Xero sign-in lasts, when Xero last sent an event, how many changes are waiting to sync with Xero, and how many open discrepancies there are. When Xero reports it, the line also shows how many calls are left today.

Select the card to open it. **Last checked** and **Settings read** say when Prevarro last checked the connection and read your organisation's settings. Below them are three tabs. The card opens on **2. Maps**.

### 1. Organisation

Your **Organisation**, its **Base currency** and its **Currencies**, as Xero last described them.

### 2. Maps

Your choices from your Xero chart of accounts, tax rates and tracking categories, in six groups:

- **Books** - a **Clearing account** and a **Payout bank account** for each currency your business keeps books in.
- **Sales** - the **Sales account**, the **Bad debt account**, and a Xero tax rate for each of your sales tax rates, plus **Sales tax - no tax**.
- **Purchases** - the **Purchase account** and a Xero tax rate for each of your purchase tax rates, plus **Purchase tax - no tax**.
- **Cards and payments** - the **Company card account**, the **Processing fee account**, the **Dispute holding account** and the **Chargeback loss account**. **Company card contact** and **Stripe contact** are found or created in Xero when you connect.
- **Tracking** - a **Tracking category**, what it's **Tracked by** (**Job type** or **Document class**) and the **Tracking option** for each value. **Tracking category per Job** is a second category, one option per job.
- **Sync** - the **Sync from** date.

Anything you haven't chosen reads **Not set**. Select **Save maps**. The card shows **Maps saved.** If Xero won't take a choice, the reason shows in red under it.

The maps appear once Prevarro has read your organisation's accounts and tax rates.

### 3. Contacts

When you connect, Prevarro reads your Xero contacts and lists them under **Contacts from Xero** and **Organisations from Xero**, with how many are still to answer. Each row shows what it matched in Prevarro: **Email match**, **Name match**, **Tax number match**, **Phone match** or **No match**.

1. Answer each row. **Link to** a matched record joins the Xero contact to it. **Create new** adds it to Prevarro. **Skip** leaves it out.
2. To answer many at once, use **Link every single-candidate email match** (or name, tax number or phone match), **Create every unmatched** or **Skip every unmatched**. These only answer rows you haven't answered yourself.
3. Once every row is answered, select **Preview** to see the counts, then **Commit**.

The list is an import, so it also shows under **Settings → Data → Imports**. After you commit, **Open Imports** takes you there. See **Importing your data** for how to check or undo it.

If nothing is waiting, the tab reads **No Xero contacts are waiting for an answer.**

## When Xero needs reconnecting

Now and then Xero stops accepting Prevarro's connection. The card then reads **Reconnect required**, and anyone who can manage integrations sees a banner across Prevarro: **Xero needs reconnecting.** Your business's owners also get a **Reconnect Xero** notification. Nothing is lost while you wait.

Select **Reconnect Xero** on the banner, or **Reconnect** on the card, and sign in to Xero again.

## Connecting a different organisation

If you connect a different Xero organisation, your maps start over. Your contacts and organisations are no longer linked to the old organisation's contacts, and any Xero contact list you hadn't finished is cancelled. See **Why did this import stop?**

## Disconnect

Select **Disconnect**, then **Disconnect** again to confirm. Prevarro stops syncing with Xero and releases its connection. Nothing in Xero is changed or deleted, and your records keep their Xero matches, so you can connect the same organisation again later.