Integrations - Xero

In this article you will will find out how to integrate Snoofa with your Xero account. Let's start with the initial setup, followed by authenticating Snoofa with Xero.

SETTINGS > System Settings > Integrations

Xero Settings

The first step is connecting Snoofa to Xero. Head to System Settings > Integrations & scroll down to Xero. If you don’t see the orange Connect to Xero button & the Xero Client ID, & Xero Client Secret fields are empty, please file a support ticket and we will set this up for you.

You will need to authenticate your setup. So click the orange Connect to Xero button, which should then redirect to a Xero page, similar to the image below. Instead of Demo Company you should see the name of your organization in Xero & your account name instead of Snoofa Developers. Once you click Allow access you will be redirected back to Snoofa. From this point onward your instance of Snoofa can communicate with your instance of Xero.

Depending on your current configuration of Snoofa & Xero you might need to synchronize the Accounting Codes & Tax Rates so that Snoofa & Xero “operate with the same numbers”. You will also need to select the Xero Payment Account. Payments logged in Snoofa will be associated with this account.

To sync Accounting Codes head over to System Settings > Accounting Codes and hit the Sync Accounting Codes button.

Snoofa will pull the whole chart of accounts from your instance of Xero & create these codes in Snoofa. Or you can go to your Xero / Accounting / Chart of accounts & add the accounting codes you have listed in Snoofa. 

You will need to create a new account in your Xero instance with the code Snoofa, this account is used by Snoofa, when it is not able to allocate an Invoice (its row) into any other account.

To sync Tax Rates head over to the Xero / Accounting / Tax rates page & create the Tax Rates that you have in Snoofa. When you have checked & setup these 3 things, click the Reload & Check Compatibility button.

When you generate or update an Invoice or Settlement in Snoofa, the invoice will be created or updated in Xero. The Client information will be passed to Xero as well, so if the first Invoice for the client, their profile will be created as well. 

If you update clients information in Snoofa & you want these changes (e.g. an address) to be reflected on an invoice which has already been generated, don’t forget to update that invoice.

When you delete an Invoice or Settlement in Snoofa, the invoice will be marked as DELETED or VOIDED in Xero depending on the status of the Invoice in XERO. See your Xero documentation for more details.

When you log a payment in Snoofa, the payment is logged in Xero. The payment will be associated with the account you have previously set in System Settings > Integrations > Xero > Xero Payment Account

Finally, when you delete a payment in Snoofa, the payment will be deleted from Xero also.