Syncing Your Accounting Data with Xero

Overview

Slash integrates with Xero to give you two-way sync between your Slash transactions and your Xero accounting records. You can export transaction data from Slash into Xero, and import your chart of accounts, contacts, and tracking categories from Xero into Slash — all from the Accounting page in your dashboard.

Before you begin, you'll need

• An active Xero account
• Admin or Owner permissions in your Slash account

How to Connect Xero to Slash

Step 1: Navigate to the Accounting Page

From your Slash dashboard, navigate to the Accounting page using the sidebar. If you haven't connected an accounting app yet, you'll see a landing page with a "Connect accounting app" button.

Step 2: Connect Your Xero Account

Click "Connect accounting app." A secure connection window will open where you can select Xero, sign in to your Xero account, and authorize Slash to access your accounting data. Once authorized, Slash will pull in your chart of accounts, contacts, and tracking categories from Xero.

Step 3: Set Up Account Mappings

You'll be prompted to map your Slash accounts to the corresponding Xero accounts. For each Slash account (cash accounts, credit accounts, etc.), select the matching Xero account from the dropdown. You'll also choose a "Sync from" date that determines how far back Slash will pull transactions for review. Click save when you're done.

How to Export Data from Slash to Xero

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Your transactions will be organized into three tabs: In Review, Ready to Sync, Synced, and Archived.

Step 2: Review and Categorize Transactions

In the "In Review" tab, assign a GL account, contact (vendor), and class to each transaction.

Slash supports custom mapping rules that automatically categorize transactions based on merchant or other criteria, so many transactions may already be pre-categorized.

Step 3: Mark Transactions as Ready to Sync

Once you've reviewed a transaction and assigned the right accounts, mark it as "Ready to Sync." You can do this individually or select multiple entries and mark them in bulk.

Step 4: Sync to Xero

From the "Ready to Sync" tab, click "Sync to Xero" to push the transactions to your Xero account. Successfully synced transactions will move to the "Synced" tab.

If a sync fails, you'll see an error indicator. Click it to view the details and retry after resolving the issue.

How to Import Data from Xero into Slash

Step 1: Go to the Accounting Page

From the sidebar, navigate to the Accounting page. Once Xero is connected, Slash automatically imports and keeps the following data in sync:

• Chart of accounts: Available when categorizing transactions in the Accounting dashboard.
• Contacts: Xero contacts (vendors and customers) are available for assignment when reviewing transactions or making payments.
• Tracking categories: Available so you can tag transactions before syncing them back to Xero.

Step 2: Verify Your Imported Data

You can verify that your Xero data has been imported by reviewing the available options in the transaction categorization dropdowns. Changes you make in Xero will be reflected in Slash automatically.

Need More Help?

If transactions aren't syncing to Xero correctly:

• Check that your account mappings are up to date
• Ensure your Xero accounts haven't been archived.

For further assistance, contact Slash Support by emailing support@slash.com, or use the in-app chat in your Slash dashboard.