*Admin or bookkeeper access required
You can set up your Xero integration by following the steps below.
Step 1.) On your Brex Dashboard, click on settings (left sidebar).
Step 2.) Select "Integrations” from the Settings menu in the settings dashboard
Step 3.) Select which accounting platform you would like to integrate with by clicking "Connect".
Step 4.) “Brex Card” will auto-populate under Accounts Payable in the Configuration section.
Note: A chart of account named "Brex Card" will be created in Xero. For the integration to work properly, it is important to not delete this chart of account or create your own.
Step 5.) Under “Bank Account”, select the bank account used to make payments to Brex.
Step 6.) Map each Brex category to a Xero category.
Note: It is important to map every Brex category, even if you believe that you will never use it. Otherwise, transactions associated with the upmapped Brex category, will not sync as Brex will not know where to send these transactions in your Xero account.
Step 7.) Click “Apply Categories” (just above the mapping fields on the right-hand side of your screen). This will categorize each of your company's transactions to the default category mapping you just set. You are able to manually re-categorize transactions, as long as you do so before hitting the "Sync" button.
Step 8.) Click the “Sync” button (at the top of the page on the right-hand side of your screen) and all of your companies unsynced transactions will be pushed to Xero.