Datagate: How to Import AR Transactions from Xero

Updated at May 4th, 2023

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Table of Contents

Scope Requirements Datagate: Set Up Xero Integration

Intended Audience: White Label Partners

The following steps will show you how to import AR (Accounts Recievable) transactions from Xero to Datagate

Intended Audience: White Label Partners

The following steps will show you how to set up the Xero integration in Datagate.

Log into Datagate
Hover over your UserID in the top right-hand corner of the screen and Click Settings
Click Integrations
Click Connect for the Xero integration (a new window will open)
Enter your Xero information and Click Log In
After logging into Xero, select the Company (Tenant) on your account that will be integrated with Datagate and Click Select.
1. Only one Xero company can be integrated with Datagate
  
  Datagate is now integrated with Xero

Integration Options

Once the Xero integration is configured, you can view and configure the integration settings on the Xero Integration Details page, which can be accessed by clicking “Details” on the Xero integration tile.
You can configure the following options:
- Track External Invoices and Payments
- Extended Export (for US Telecom Taxes)
If the “Track External Invoices and Payments “option is enabled, Datagate will track invoices and payments for invoices that were not created in Datagate.
If the “Extended Export" option is enabled, Datagate will display the detailed export wizard when exporting invoices to Xero. This option is mainly for Datagate Users in the United States to export telecom taxes to Xero.

Log in to Datagate
Hover over your UserID in the top right-hand corner of the screen and Click Settings
Click Integrations
Click Details on the Xero Integration tile
Click the box for Track External Invoices and Payments
Click Save

Datagate will now import invoices, credit notes(not previously listed in Datagate), and payments created in Xero to Datagate as AR Transactions

ar transactions xero import