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How do I set up the Xero integration?

As a Brex Admin or Bookkeeper, you are able to integrate with Xero by following the steps below:

Step 1: Click on Integrations on the left-hand menu bar of the Brex dashboard

Step 2: Find the Xero option and click on Connect

Step 3: Enter your Xero credentials

Step 4: Click on the Settings button on the top right-hand side

Step 5: Select an accounts payable account where Brex will send your transactions

Important note: when you set up your integration for the first time, Brex Card will auto-populate in the AP field and you'll notice that is it set up as a credit_card under Brex as a Current Liability account in Xero.

Step 6: On the same Setup page, select the bank account that Brex payments are pulled from as well as the category that rewards credits should be mapped to (it is important that both fields are mapped in order for the integration to be successful)

Step 7: On the accounting mapping page, click on Categories and map each Brex category to a Xero category (you can type to search for the category)

Important note: map every Brex category that you think your company will use. Otherwise, transactions associated with the unmapped Brex category will not sync as Brex will not know where to send these transactions in your Xero account.

Step 8: Click the Review & Export button (on the top of the page on the right-hand side of your screen)

Step 9: Review your company's transactions to ensure that categories have been applied correctly and that receipts are attached

Step 10: When you’re ready, enter in a date range and click on Export to export all of your company's previously un-exported transactions within the time frame you indicated

Step 11: Select whether you would like to export directly to Xero or export the transactions as a CSV file (please note that choosing the CSV option will mark these transactions as exported as to avoid duplicates the next time you export

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