Overview of Yoco + Xero integration
Connect Yoco and Xero to start syncing your sales transactions and posting them to your accounting system.
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Sales sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data into Xero generating a summarised invoice
- Map transactions to your preferred accounts from the chart of accounts.
- Capture all payment transactions including tips and payment fees.
- Easily match deposits and reconcile other payment methods into clearing accounts.
How to set up Wix + Xero integration
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Register or sign in to the Amaka dashboard to get started.
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Click the New integration button and select Yoco + Xero from the integrations list to commence the setup.
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Sign in to your Yoco account by clicking the Connect new account button underneath the Yoco logo. Follow the guided authentication process to grant all relevant permissions.
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Authenticate your Xero account following the guided authentication process, then click Save + Continue.
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Follow the wizard to choose your preferred mapping and scheduler options to complete the setup of the integration.
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Click Save + Continue to finish and activate the integration.
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 Yoco into Xero by creating the following default accounts:
Default accounts mappingTransaction type mapping
| Transaction Type | Account Name | Account Type |
| Sales | Yoco Sales | Revenue |
| Discount | Yoco Discount | Revenue |
| Yoco Fees | Yoco Fees | Expenses |
| Tips | Yoco Tips | Current Liability |
| Gift Card | Yoco Gift Card | Current Liability |
Payment type mapping
| Payment Type | Account Name | Account Type |
| Cash | Yoco Cash Clearing | Current Assets |
| Card Payment | Yoco Card Clearing | Current Assets |
| EFT | Yoco Instant EFT Clearing | Current Assets |
| All Other Payment Types | Yoco Other Payment Clearing | Current Assets |
| Yoco Gift Card | Yoco Gift Card | Current Assets |
Advanced setup
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Yoco.
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 nowKnown limitations
- Multiple locations are not supported – Even if Yoco supports multiple locations, the integration will group all transactions together. You won’t be able to see data separately for each location.
- No product or category for invoice format – Yoco’s API doesn’t share product or category details, the integration won’t support a breakdown by product or category.
- Invoice limits in Xero – If you’re on Xero’s lowest pricing plan, there’s a limit on how many invoices can be created per month. This could affect the integration.
- Refunds are not fully detailed – Yoco’s API doesn’t clearly link refunds to individual items, so all refunds will just be tied to the original order.
- Unclosed orders aren’t captured – If an order is fully paid but not marked as “closed” in Yoco, it won’t be included in the sync.
- Refund tax details may be inaccurate – If a refunded order is processed through “Custom Amount” and it includes both taxable and non-taxable items, the integration will assume the refund is not taxable.
FAQ on how to set up Wix + Xero
Find answers to the most frequently asked questions about this integration.
The integration filters the accounts for each transaction and payment type. If you cannot find the account that you are trying to map, try checking the account category of the account. You can refer to default accounts mapping for the account categories appropriate to the transaction or payment type.