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Xero - Integration Setup Guide
Xero - Integration Setup Guide
Updated over 4 years ago

To activate the integration between your Xero and Brahmin Solutions accounts:

Step 1: Connecting Xero to Brahmin Solutions

1. In Brahmin Solutions, to go Settings > Add Ons > Integrations.

2. Find the Xero Logo under Accounting and click the logo to continue.

3. You will be directed to "How Xero works in Brahmin Solutions". Click "Connect to Xero".

4. If you are not yet logged into your Xero account in the same browser window, you will be directed to a Xero login page. Enter your Xero credentials.

4. You are then asked to allow access. Click "Allow access".

5. You are directed back to the Brahmin Solutions Xero Integration overview tab.

Step 2: Create Ledgers

Before connecting Xero to Brahmin Solutions you need to make sure certain accounts exist in your Chart of Accounts in Xero.

Here is a list of accounts required by Brahmin Solutions integration with Xero.

Step 3: Connect your accounts to Brahmin Solutions

1. Start by linking all your Chart of Accounts between Brahmin Solutions and Xero

2. Map your Taxes between Brahmin Solutions and Xero

3. Map your Payments between Brahmin Solutions and Xero

Note: For some businesses, payment accounts are represented as account ledgers. Please check with your accountant to understand which is recommended for your business. This account in Xero will be linked to your Payment Account in Brahmin Solutions.

Once you are done mapping click "Save Account Config".

Your Integration is now ACTIVE!

Undersatidning the Brahmin Solutions - Xero Integration

When you:

- Invoice a sales order in Brahmin Solutions, Xero records as an increase in revenue to your Sales Income

- Pay an invoice in Brahmin Solutions, Xero records an increase to your Payments account

- Create a purchase order in Brahmin Solutions, Xero records an increase in current assets to your Purchases account

- Ship a sales order in Brahmin Solutions, Xero records a decrease in current assets to your Product Inventory account and increase in expense to your Cost of Goods Sold account

- Receive a purchase order in Brahmin Solutions, Xero records an increase in current assets to your Product Inventory account and a decrease in current assets from your Purchases account

- Create a stock adjustment in Brahmin Solutions, Xero records accordingly, an increase/decrease in current assets to your Product Inventory account and decrease/increase in expense to your Cost of Goods Sold account

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