This page takes you through:

  • Setup and mapping to your Xero codes 

  • Confirming the tax rates

  • Importing your Xero customers (optional)


Account Mapping

Select Auto Mapping to let Auxo create and link to your Xero account codes. We have refined the most standard setup to suit most customers. 


IMPORTANT - Auto Mapping should only be used on a new Xero as it will create new account codes, if you have been using existing codes in Xero it is recommended you set up manually and link to your existing codes.

or

Manually Select the Xero accounts for each Auxo account


Note: The Prepayment and Bank Account mapping will need to be manually entered.

Tax Rates

The tax rates for Sales need to be checked for your region.


Import Customers

If you require your Xero customers to be imported into Auxo then select Import Customers Data the wizard will guide you through the import.

 

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Xero customers that are archived or have no email or phone number will not be imported.

Xero customers where the Contact Name does not match the Primary person first Name will be imported as a company into Auxo

 

 

?️? Need to ask one of our friendly support crew? Just email [email protected]