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Loyverse + Xero setup guide

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Overview of Loyverse + Xero integration

Connect Loyverse and Xero to capture all daily transactions from Loyverse and sync all data in a summarized invoice in Xero. Map sales, payments and taxes. Track by products, by location and by categories.

  • Sales sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Loyverse into Xero generating an invoice.
    • You can customise your preferred sales summary view choosing from a wide array of formats.
    • Capture all payment transactions including liabilities, loyalties, tax, fees and more.
    • Easily reconcile Loyverse sales and payments in Xero.

How to set up Loyverse + Xero integration

  1. Register or sign in to the Amaka dashboard to get started.

  2. Click the New integration button and select Loyverse + Xero from the integrations list to commence the setup.

  3. Sign in to your Loyverse account by clicking the Connect new account button underneath Loyverse logo. Follow the guided authentication process to grant all relevant permissions.

  4. Authenticate your Xero account following the guided authentication process, then click Save + Continue.

  5. Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.

  6. Click Save + Continue to finish and activate the integration.

If you have selected today’s date as your scheduled sync start date, your transactions will not appear in Xero until tomorrow.

Configuration methods

At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.

Express configuration

Every day, an invoice with your daily sales summary will be created in Xero.

The integration will automatically map sales and payments from Loyverse into Xero by creating the following default accounts:

SALES TYEP XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
Sales Loyverse Sales Revenue LV-20000 GST on Income (OUTPUT)
Discounts Loyverse discounts Revenue LV-20001 GST on Income (OUTPUT)
Loyalty Loyverse loyalty discounts Revenue LV-20003 GST on Income (OUTPUT)
Tips Loyverse tips Current liability LV-800001 BAS Excluded (BASEXCLUDED)
Surcharges Loyverse surcharges Revenue LV-20002 GST Free Income (EXEMPTOUTPUT)
Cash rounding Loyverse sales Revenue LV-20000 GST Free Income (EXEMPTOUTPUT)
Adjustment Loyverse sales Revenue LV-20000 GST Free Income (EXEMPTOUTPUT)

SALES TYEP XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
Sales Loyverse Sales Revenue LV-20000 GST on Income (OUTPUT2)
Discounts Loyverse discounts Revenue LV-20001 GST on Income (OUTPUT2)
Loyalty Loyverse loyalty discounts Revenue LV-20003 GST on Income (OUTPUT2)
Tips Loyverse tips Current liability LV-800001 No GST (NONE)
Surcharges Loyverse surcharges Revenue LV-20002 No GST (NONE)
Cash rounding Loyverse sales Revenue LV-20000 No GST (NONE)
Adjustment Loyverse sales Revenue LV-20000 No GST (NONE)

SALES TYEP XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
Sales Loyverse Sales Revenue LV-20000 20% VAT on Income (OUTPUT2)
Discounts Loyverse discounts Revenue LV-20001 20% VAT on Income (OUTPUT2)
Loyalty Loyverse loyalty discounts Revenue LV-20003 20% VAT on Income (OUTPUT2)
Tips Loyverse tips Current liability LV-800001 No VAT (NONE)
Surcharges Loyverse surcharges Revenue LV-20002 No VAT (NONE)
Cash rounding Loyverse sales Revenue LV-20000 No VAT (NONE)
Adjustment Loyverse sales Revenue LV-20000 No VAT (NONE)

SALES TYEP XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
Sales Loyverse Sales Revenue LV-20000 Tax on Sales (OUTPUT)
Discounts Loyverse discounts Revenue LV-20001 Tax on Sales (OUTPUT)
Loyalty Loyverse loyalty discounts Revenue LV-20003 Tax on Sales (OUTPUT)
Tips Loyverse tips Current liability LV-800001 Tax Exempt (NONE)
Surcharges Loyverse surcharges Revenue LV-20002 Tax Exempt (NONE)
Cash rounding Loyverse sales Revenue LV-20000 Tax Exempt (NONE)
Adjustment Loyverse sales Revenue LV-20000 No VAT (NONE)

SALES TYEP XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
Sales Loyverse Sales Revenue LV-20000 Standard Rated Supplies (OUTPUT)
Discounts Loyverse discounts Revenue LV-20001 Standard Rated Supplies (OUTPUT)
Loyalty Loyverse loyalty discounts Revenue LV-20003 Standard Rated Supplies (OUTPUT)
Tips Loyverse tips Current liability LV-800001 No Tax (NONE)
Surcharges Loyverse surcharges Revenue LV-20002 No Tax (NONE)
Cash rounding Loyverse sales Revenue LV-20000 No Tax (NONE)
Adjustment Loyverse sales Revenue LV-20000 No Tax (NONE)

SALES TYEP XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
Sales Loyverse Sales Revenue LV-20000 Tax on Sales (OUTPUT)
Discounts Loyverse discounts Revenue LV-20001 STax on Sales (OUTPUT)
Loyalty Loyverse loyalty discounts Revenue LV-20003 Tax on Sales (OUTPUT)
Tips Loyverse tips Current liability LV-800001 Tax on Sales (OUTPUT)
Surcharges Loyverse surcharges Revenue LV-20002 Tax Exempt (NONE)
Cash rounding Loyverse sales Revenue LV-20000 Tax Exempt (NONE)
Adjustment Loyverse sales Revenue LV-20000 Tax Exempt (NONE)

Scroll horizontally.

PAYMENT TYPE XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
(Custom Payment Types created by users in Loyverse) “Loyverse {Lovyerse Payment Type Name} Clearing” Current Asset LV-61___ BAS Excluded (BASEXCLUDED)
All Other Payment Types Loyverse other payment clearing Current Asset LV-60000 BAS Excluded (BASEXCLUDED)

PAYMENT TYPE XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
(Custom Payment Types created by users in Loyverse) “Loyverse {Lovyerse Payment Type Name} Clearing” Current Asset LV-61___ No GST (NONE)
All Other Payment Types Loyverse other payment clearing Current Asset LV-60000 No GST (NONE)

PAYMENT TYPE XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
(Custom Payment Types created by users in Loyverse) “Loyverse {Lovyerse Payment Type Name} Clearing” Current Asset LV-61___ No VAT (NONE)
All Other Payment Types Loyverse other payment clearing Current Asset LV-60000 No VAT (NONE)

PAYMENT TYPE XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE
(Custom Payment Types created by users in Loyverse) “Loyverse {Lovyerse Payment Type Name} Clearing” Current Asset LV-61___ Tax Exempt (NONE)
All Other Payment Types Loyverse other payment clearing Current Asset LV-60000 Tax Exempt (NONE)

PAYMENT TYPE XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE (AU)
(Custom Payment Types created by users in Loyverse) “Loyverse {Lovyerse Payment Type Name} Clearing” Current Asset LV-61___ No Tax (NONE)
All Other Payment Types Loyverse other payment clearing Current Asset LV-60000 No Tax (NONE)

PAYMENT TYPE XERO ACCT. XERO ACCT. TYPE ACCT. CODE XERO TAX TYPE (AU)
(Custom Payment Types created by users in Loyverse) “Loyverse {Lovyerse Payment Type Name} Clearing” Current Asset LV-61___ Tax Exempt (NONE)
All Other Payment Types Loyverse other payment clearing Current Asset LV-60000 Tax Exempt (NONE)

SALES TYPE XERO TAX TYPE
(Custom Tax Types created by users in Loyverse) GST on Income (OUTPUT)
Sales (Tax Free) GST Free Income (EXEMPTOUTPUT)
Tips BAS Excluded (BASEXCLUDED)
Surcharges GST Free Income (EXEMPTOUTPUT)
Cash rounding GST Free Income (EXEMPTOUTPUT)
Adjustment GST Free Income (EXEMPTOUTPUT)

SALES TYPE XERO TAX TYPE
(Custom Tax Types created by users in Loyverse) GST on Income (OUTPUT2)
Sales (Tax Free) No GST (NONE)
Tips No GST (NONE)
Surcharges No GST (NONE)
Cash rounding No GST (NONE)
Adjustment No GST (NONE)

SALES TYPE XERO TAX TYPE
(Custom Tax Types created by users in Loyverse) 20% VAT on Income (OUTPUT2)
Sales (Tax Free) No VAT (NONE)
Tips No VAT (NONE)
Surcharges No VAT (NONE)
Cash rounding No VAT (NONE)
Adjustment No VAT (NONE)

SALES TYPE XERO TAX TYPE
(Custom Tax Types created by users in Loyverse) Tax on Sales (OUTPUT)
Sales (Tax Free) Tax Exempt (NONE)
Tips Tax Exempt (NONE)
Surcharges Tax Exempt (NONE)
Cash rounding Tax Exempt (NONE)
Adjustment Tax Exempt (NONE)

SALES TYPE XERO TAX TYPE
(Custom Tax Types created by users in Loyverse) Standard Rated Supplies (OUTPUT)
Sales (Tax Free) No Tax (NONE)
Tips No Tax (NONE)
Surcharges No Tax (NONE)
Cash rounding No Tax (NONE)
Adjustment No Tax (NONE)

SALES TYPE XERO TAX TYPE
(Custom Tax Types created by users in Loyverse) Tax on Sales (OUTPUT)
Sales (Tax Free) Tax Exempt (NONE)
Tips Tax Exempt (NONE)
Surcharges Tax Exempt (NONE)
Cash rounding Tax Exempt (NONE)
Adjustment Tax Exempt (NONE)
Advanced configuration

The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Loyverse.

Recommended for professional bookkeepers and accountants.
Guided setup

Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.

Schedule a call now

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