Connect your online booking system to Xero.

Automatically export appointment payment details from Setmore to your Xero account.

joomla appointment booking system
  • Keep your books in check

    Save time on month-end reporting. When an appointment is scheduled through your Booking Page or calendar the transaction information syncs straight to Xero.

  • Record all payment types

    Your credit card, debit card and cash payment details transfer to Xero. Centralize your appointment income data for straightforward bookkeeping.

  • Run your business on-the-go

    Take payments from Anywhere with the Setmore mobile app. When you activate the powerful Xero integration, your booking revenue figures update automatically.

Instantly record payments in your accounting system.

Xero accounting software helps you manage your cash flow online. With the Setmore-Xero integration, you can accept online and in-person payments for appointments and automatically export transaction details to your Xero account. Stay on top of your booking revenue and reduce time spent on financial reporting tasks.

Integrate your appointment scheduling software with Xero.

  1. Log into Setmore and head to Apps & Integrations > Xero. Click ‘Activate'.
  2. Choose ‘Invoice’ as the trigger event to export data to Setmore, then select ‘Continue’.
  3. Click ‘+Connect’ and log in using your Xero account details.
  4. Choose the payment information Setmore transfers to Xero and match it to the corresponding Xero fields. That’s all there is to it.

Need full step-by-step instructions? Read our Xero-scheduling software integration support guide >

Simple, streamlined bookkeeping.

Keep accurate records and take the pressure out of tax season by automating your bookkeeping. Whenever customers pay for appointments, the transaction details are automatically logged in your Xero account.

Forget about needing to track paper receipts or invoices and digitize your business’ financial data.

See the big picture.

Consolidate all of your appointment payment details, whether customers pay digitally, by credit or debit card or cash. No matter where appointments are scheduled - your Booking Page, calendar, website or Facebook - the transaction info fires out to Xero.

With all your online and in-person payments synced between apps, you get a real-time view of your cash flow from Anywhere.

Customize your import.

Configure the payment fields that are exported to your target list in Xero. You can also push your Setmore customer information to ensure invoices are mapped to the right Xero contacts.

Take your pick from game-changing Setmore integrations to get paid online, including the free Square integration or Stripe on Premium.

Counting coins made easy.

With Setmore Cash Register, you can record in-person cash payments on your calendar and export details to Xero.

Create your FREE account
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Track every transaction for appointments, classes and more.

FAQs.

  • Yes! Xero is available to all Free, Premium and Pro customers. In your Setmore web app, navigate to Apps & Integrations > Xero and follow the prompts.

  • At present, only payment details gathered after activating the integration are exported to Xero. To export past payment details, you can download invoices from the ‘Payment History’ tab in Setmore and manually import them into Xero.

  • When a payment from Setmore features customer details not present in your Xero account, this integration creates a new contact in Xero. You can also manually import your Setmore contacts to Xero. Read more about your scheduling software’s Xero integration >

  • All Setmore customers can take secure online payments using Square. Upgrade to a Premium or Pro plan to access additional integrations with Stripe and PayPal.

For more information, check out our Support Center

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