Users get to trial the integration for free for one month. Trial it for a month and cancel any time.

Subscribe to the Xero integration

1. Go to your organisation settings by clicking on the building icon or organisation name in the top right of the menu bar.
2. In the left menu, open premium services then integrations.
3. Scroll down until you see the Xero section and click subscribe now.
   
4. You'll be taken to a page to complete the billing details for your subscription. Complete all the details on this page, then click finish. 
   • If this is your first paid service, you will be taken to our payment partner, Stripe, to complete your payment details.
   • Note: If you've already subscribed to a paid service, you'll be given the option to keep your existing billing method or change to a new one. The one billing method will be used by all of your paid services.  

Connect to Xero

1. Once you've completed your billing details, you can start getting setup with the integration. First, click connect to Xero.
   
2. You'll be re-directed to a page within Xero which will ask you to authorise access for us to connect to Xero. If you're not already signed into Xero, you may be asked to sign in first.
   
   • Note: We use MessageXchange as our integration partner, so the message will ask you to connect MessageXchange to Xero.
3. Select the company file to integrate with, then click continue with 1 organisation. 

Match customers in Colladium with those in Xero

This'll make sure we match the invoice to the correct company when we send orders and/or invoices into MYOB.

1. In the first field, organisation in Colladium, select your customer in Colladium
2. If you have customers setup in Xero by store, select the store in the store GLN/code field. If you just have one customer setup in Colladium for that company, leave that field blank.
3. The third field, customer in Xero, will show you all of your customers setup in Xero. Select the one that corresponds with the customer you selected in the first field.
4. Then click add.
5. Complete this again for all of your customers in Colladium.
   

Add your products in Colladium

Most retailers order with GTINs to identify products. If you have different item numbers setup in Xero, add your products to Colladium so we can correctly match products on invoices in Xero.

Find out how to add products here. Make sure that the GTIN is completed, and the supplier item code you fill out in Colladium is the item code in Xero.

Note: If we can't match a product in Xero, invoices will appear in Xero as drafts.

Now you’re all set with the Xero integration.