How to set up the Xero integration

Before you get started, you need to ensure you have the correct user permissions to configure the integration in both Remote and Xero.

• In Remote: You will need to be either a Company Owner or a Super Admin role in Remote to enable the integration.
  See also: User permissions overview
• In Xero: You will need to have either Standard or Adviser level user permissions in Xero to enable the integration.

Once permissions are confirmed, complete the following steps to enable the integration:

1. On the Remote platform, click Integrations under the Company section.
2. Navigate to Xero and click Add.
   
   
   
   
3. You will be taken to Xero and prompted to login. Once logged in, select your organization and click Allow access.
   
   
   
4. You should then be redirected back to Remote and the integration will display as successfully connected.

If you receive an error message while attempting to complete the connection flow, please retry or contact the Remote Support team at help@remote.com.

Select your invoice sync preferences 

Once the integration is enabled, you can determine how you would like invoice data to sync to Xero: as a standard invoice breakdown or Breakdown invoice line items by Team Departments. Your selection will affect your account mapping configuration, i.e., assigning invoice line items to specific accounts from your chart of accounts.

Below is a summary of the differences in how data will be mapped with each selection:

Standard invoice breakdown: Selecting this option will sync line items as they are displayed on the Remote invoice (e.g., Employer Contributions, Base Salary). If you choose this preference your account mapping will not reflect departments.

Breakdown invoice line items by Team department: Select Breakdown invoice line items by Team department so that your account mapping will take into account your departments. (e.g.) "Base Salary - Department A, Base Salary - Department B")

To select your preferences, go to Preferences in the Integrations Settings section of the Xero integration page.

Select which invoice breakdown option you prefer and click Save.

Next, you can configure your chart of accounts based off your selected sync preference.