Connecting Payhawk to Xero

Learn how to connect your Payhawk organisation to Xero.

Nikolay Pohlupkov avatar
Written by Nikolay Pohlupkov
Updated over a week ago

Payhawk supports direct integration to Xero, providing you with the flexibility to effortlessly export and sync your expenses between the two systems.

For more information, go to the article about exported data between Xero and Payhawk.

Prerequisites

Before you connect Payhawk to Xero, make sure you have:

  • Administrator rights for Payhawk.

  • Administrator rights for Xero.

Connecting to Xero

To start connecting your Payhawk account to Xero, follow the steps:

  1. Go to Dashboard > Settings > Integrations.

  2. Under Available integrations, find Xero and click on Connect.

  3. On the next screen, click Continue.

Mapping the bank accounts

While connecting Payhawk to Xero, Payhawk will ask you to configure the main settings and provide the following information:

  1. In the Bank account mapping field, provide a bank account that will be mapped to each Payhawk account.

  2. In the Linked bank accounts mapping field, specify the bank account you will be using for top-ups.

  3. In the Payhawk specific field, choose which is the general ledger account in which you want to have POS and FX fees booked and fill out the other details.

  4. Click on Continue to start synching the information.

Notes on configuration

  • The integration setup from the last time Payhawk and your accounting system were connected will be automatically re-applied the next time you connect.

  • You can edit the current integration setup without disconnecting from your accounting system. In Payhawk, go to Settings > Integrations, click on the three dots menu of the desired ERP system, and select Edit configuration.

Next steps

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