You will need to be a Super Administrator to do this.

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 Xero.

  1. Colladium will try to match what it can for you. It looks at the customer/store in Colladium and your customers in Xero.
  2. Colladium will show you, for each of your customers, how many we've been able to match and how many are remaining.
  3. If you have each location setup as its own customer in Xero, expand the line for that retailer.
  4. Review all 'unmatched' customers and/or locations. For each one, select the correct customer in Xeroin the right column.
  5. Complete this 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.

Turn on the integration

The final step is to turn the integration on, so all your messages flow to Xero.

  1. Click on the building icon or organisation name in the top right of the menu bar.
  2. On the left, click organisation settings > premium services > integrations.
  3. In the Xero panel, turn the switch on.


Now you’re all set with the Xero integration.