Overview

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

• Sign up for a Loyverse account and a Xero (if you haven’t already).

How to setup the integration

1. Register or sign in 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’s logo. Follow the guided the authentication process and click Allow access to grant all relevant permissions.
4. Authenticate your Xero account following the same procedure, then click Save + Continue.
5. Follow the wizard to choose your preferred setup 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.

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.

What’s next?