Overview VIDEO Loyverse + Xero Integration captures all daily transactions from Loyverse and syncs all data in a summarised format to a single invoice output in Xero by mapping sales, payments and taxes, which can be tracked by products, by location and by categories.
The integration offers the following features:
Sales 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. Before you start How to setup the integration Register or sign in the Amaka dashboard to get started.Click the New integration button and select Loyverse + Xero from the integrations list to commence the setup. Sign in to your Loyverse account by clicking the Connect new account button underneath Loyverse’s logo. Follow the guided the authentication process and click Allow access to grant all relevant permissions. Authenticate your Xero account following the same procedure, then click Save + Continue . Follow the wizard to choose your preferred setup method , invoice breakdown , invoice format , mapping and scheduler options to complete the setup of the integration. Click Save + Continue to finish and activate the integration. After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start the setup of a new one.
If you have selected today’s date as your
scheduled sync start date , your transactions will not appear in your accounting package until tomorrow.
If you need asssistance, you can close the wizard at any time and schedule a
support session with one of our integration experts or contact your trusted accountant/bookkeeper for support. The integration will be saved as a DRAFT automatically.
Express setup 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 :
Accounts mapping
Australia
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)
New Zealand
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)
Unite Kingdom
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)
United States
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)
Singapore
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)
Global
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)
Payment mapping
Scroll horizontally.
Australia
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)
New Zealaand
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)
United Kingdom
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)
United Satates
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)
Singapore
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)
Global
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)
Tax mapping
Australia
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)
New Zealand
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)
United Kingdom
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)
United States
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)
Singapore
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)
Global
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 setup The advanced setup will allow you to choose your own custom mapping in relation to accounts, payments and tax in Xero.
Recommended for professional bookkeepers and accountants.
Guided setup Schedule a call with one of our integration experts that will guide you through the setup.
Schedule a call now What’s next?