Configure the Xero+Elite Integration

Xero is accounting software designed for small businesses. The Xero+Elite integration syncs invoices created in Elite with Xero, and payments allocated in either system sync with the other. Interested in the integration? Visit Momentus Connect, read more about it on the app card, and click Initiate Request. A member of the Momentus team will be in touch. For more about using the integration, see Use the Xero+Elite Integration.

To configure the integration, there is setup to do in Xero and Elite before configuring the integration in Momentus Connect.

Note that all synced invoices use tax-exclusive amounts. 

In this article:

Set Up Xero

  • You must have a Xero account. You'll need the name of the tenant when you configure the integration in Momentus Connect.
  • Configure your chart of accounts:
    • Do not use Xero's default accounts. You must create new, dedicated GL accounts with custom account codes (such as 9998, 8888, or any number that does not match the default Xero accounts). 
    • The account type must be set to Revenue (ACCREC). Do not use the Sales sub-type or ACCPAY.
    • The GL accounts in Elite must match these accounts.
  • Create a default GL account. If the integration cannot find a GL account during sync, it will fall back to this account.
  • Configure at least one bank account. During configuration, you'll select a default bank account. When Elite records a payment against an invoice, the integration posts that payment to Xero using this bank account. Similarly, when Xero records a payment, it's synced to Elite with a reference to this account. If you need to track payments to different bank accounts, you may need to make adjustments in Xero after sync.
  • Configure tax rates. These must match the tax rates in Elite.
    • Configure all usual taxes (sales tax, VAT, GST, and so on).
    • Configure a 0% or tax-exempt rate. The integration will apply this tax to line items which are not taxed (marked as "no tax" in the database) to prevent Xero from applying unexpected default taxes. Xero's global tax type NONE is available in all accounts and can be used for tax-exempt transactions. 
    • Create or select a default tax. If the integration cannot find a tax during sync, it will fall back to this tax.

Set Up Elite

  • Configure GL accounts. There must be a matching GL account for each one in Xero. If the integration cannot find a GL account during sync, it will fall back to the default GL account configured in Xero.
  • Configure tax rates. These must match the rates in Xero.
  • Complete all configuration necessary to create invoices and payments. For more about financials and AR in Elite, see Event Financials.
  • Ensure billing contacts have accurate email addresses, as the email address is used for contact matching in Xero. 

Configure the Integration

Once the above configuration is complete, configure the integration in Momentus Connect. You must have administrative access to Xero to complete the configuration.

  1. Navigate to Momentus Connect. On the integration app card, click More Information to open the integration page.
  2. Go to the Configuration tab and click Configure. 
  3. Enter the Xero tenant name and click Next. You are redirected to the Xero login page.
  4. Sign in with your Xero credentials and grant permissions to the Momentus integration app to access your Xero organization.
  5. After successful authentication, you return to Momentus Connect.
  6. Map the tax codes:
    1. For each Elite tax, select the corresponding tax in Xero.
    2. Click Next.
    3. Any errors in the mapping, such as unmapped required taxes, will display. Once all errors are resolved, click Next. 
  7. Select the Bank Account configured in Xero.
  8. Select the default GL account configured in Xero.
  9. Select the default tax.
  10. Click Finish. The integration page will now have a green check by the Xero tenant name indicating that configuration is complete and the integration is ready to use.
  11. Test the configuration:
    1. After configuration, create a test invoice in Elite with various line items, taxes, and discounts.
    2. Send the invoice and verify it appears correctly in Xero.
    3. Add a payment in Elite and verify it syncs to Xero.
    4. Add a payment in Xero and verify it syncs back to Elite.
    5. Check the Activity Log in Momentus Connect to monitor sync progress. 

Integration Permissions

In Xero, the integration uses the following permissions (scopes): offline_access, accounting.settings, accounting.contacts, accounting.attachments, and accounting.transactions. These allow the integration to read and write invoices, payments, contacts, tax rates, and account information.

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