Table of Contents
Understanding data exchange between Cone and Xero
Navigating to integration settings
Connecting Cone with Xero
Configuring the integration
Mapping tax rates
Setting default accounts
Understanding integration settings and their impacts
1. Introduction
1.a Overview
Welcome to the Cone and Xero Integration Guide. This document is designed to help Cone users seamlessly connect their accounts with Xero to synchronize customer and invoice information. By integrating Cone with Xero, businesses can streamline their accounting processes, reducing manual data entry and ensuring accuracy in financial reports
1.b Benefits of integrating Cone with Xero
Automated Synchronization: Automatically sync your customers and invoices from Cone to Xero, eliminating the need for manual data entry.
Error Reduction: Integration reduces the likelihood of errors caused by manual data entry, ensuring your financial records are accurate.
Time Saving: Spend less time on bookkeeping and more time on your business with automated data syncing.
Improved Visibility: With real-time data sync, you have up-to-date financial information at your fingertips, aiding in better decision-making
2. Data Flow Diagram
A comprehensive visual representation showing how customer and invoice information flows between Cone and Xero
3. Getting Started
3.a Navigating to integration settings
Login to your Cone account and access the dashboard
Go to ‘Settings’ by clicking on user avatar icon on the bottom left
Select ‘Integrations’ to view the available accounting software options
Find and click 'Xero' to start the integration process
Only one accounting integration can be connected at a time. If you want to connect to a different accounting integration, you will have to disconnect the existing one first
3.b Connecting Cone with Xero
To connect Cone with Xero:
In the 'Xero Integration' section, click on ‘Connect’
You will be redirected to Xero’s login page; enter your Xero credentials to authorize access
Once authentication is successful, you’ll be redirected back to Cone with a message indicating a successful connection
3.c Configuring the integration
Once the integration is connected, you can configure the settings using 'Manage' option
Setting default account:
Select the account to which invoices will be associated with when writing invoice from Cone to Xero
This setting ensures that each invoice created in Cone is automatically categorized in the appropriate account in Xero
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Default account dropdown shows only those accounts that have payments enabled. If you want to enable payments to other accounts so they can show up here, you can do it in Xero as described here
Mapping tax rates:
Click on 'Manage' on xero integration card
Match each Cone tax rate with the corresponding tax rate in Xero for consistent tax handling
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Tax rate mappings between Cone and Xero accounting software are necessary for seamless syncing of invoices from Cone to Xero. If an invoice is created in Cone which is not mapped with an associated tax rate from Xero accounting software, that invoice will fail to sync to Xero. When that happens, you can configure mapping in accounting integration settings
3.d Understanding integration settings and their impacts
Default account
When an invoice is added in Cone, when configured, an invoice will also be added in Xero. This invoice will be associated with the payment account that's specified in this setting
Tax rate mapping
When an invoice in added in Cone with a tax rate, it will be added in Xero with the mapped tax rate
4. FAQ
4.a How to disconnect from Xero
Go to the ‘Integrations’ section in Cone settings
Find Xero and click on ‘Disconnect’
Confirm the action in the pop-up dialog
The integration will be safely disconnected
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Once integration is disconnected, all integration settings are removed. If you connect it again, you will have to configure the settings again
4.b Functions not supported by the integration
This integration does not support syncing of inventory items, employee records, or custom fields that do not have a direct counterpart in Xero
Real-time updates for deleted invoices are not currently supported; these must be manually removed from Xero
4.c Invoicing default accounts
Under 'Default accounts` in integration settings, we only show the accounts for which payments are enabled. You can enable this on other accounts in Xero as described here
4.d Data synchronization: Timing and settings
Automatic sync: Enabled by default, invoices and customers are synced in real-time as they’re created or updated in Cone
Pause sync: Users can pause sync from integration settings, by clicking on 'Pause sync'