Xero Integration FAQ

Have questions? Find the answers most valued by our partners about your HQ Dashboard's Xero integration.

How Do I Request for Xero Integration?

• Navigate to the "Integrations" page on your HQ Dashboard

• Locate the Xero application and select "Request"

• Enter your Email and select "OK"

• The Headquarters team will reach out to you within 3 working days to help you get started

Can I Connect to Xero Myself?

• We currently do not support self-onboarding to Xero from your HQ Dashboard. Please reach out to our team for further queries

📞Contact Us

My Transactions aren't showing up in Xero.

Once your transaction data is generated, it still has to be exported to Xero.

• At the top right of your transaction page, select the "Exports" button

• Navigate to the "Integration Exports" tab and select "Export"

• These transactions will now appear in your Xero under your drafts in "Manual Journals"

I'm Unable to Export my Transaction Data.

To prevent errors, only one Xero export is allowed at a time. To export new Journal Entries, you must either complete or delete any current exports.

• At the top right of your Transactions page, select the "Exports" button

• Navigate to the "Integration Exports" tab and delete or complete the export by selecting "Export"

• Once done, you can now queue a new Export

All Transactions must also be mapped to an account before exporting to Xero.

• Navigate to your "Transactions" page

• Locate the range of transactions you wish to export

• Under "Accounts", map each transaction

• Once done, you can now export your transactions to Xero

• Alternatively, use our Account Rules to automate your mapping

🤖Account Rules Automation

How to disconnect Xero from my HQ Dashboard.

• Navigate to your "Integrations" page

• Locate your Xero application and select "Disconnect"