If you use Xero, an accounting software, syncing data from your existing account can often be time-consuming. Each time you initiate or receive a payment, or make a trade, you need to manually update Xero to ensure these transactions are up-to-date. This means more risk of human error and endless minutes spent on inputting data. Enter Ebury connectivity with Xero.
Our robust technological infrastructure allows us to partner with Codat, a trusted business data API provider, allowing you to sync your Ebury data with Xero hassle-free. This helps you automate what used to be routine, manual tasks, save time inputting transaction data and minimise time spent reconciling invoices – helping you take control of your cash flows within Xero.
Who is it for
This solution is perfect for businesses who want to manage account receivables, while minimising manual efforts and saving time.
Benefits for your business
Wave goodbye to time-consuming manual processes and achieve more operational efficiency. The connection, once set up, will automatically push your Ebury transactions into Xero on a daily basis.
You don’t have to manually enter transactions into Xero for reconciliation purposes.
You don't have to worry about data entry-related errors or spend time on manually inputting and reconciling transaction Ebury data into Xero.
You get to always work with up-to-date, accurate financial records across multiple currencies.
You can minimise your team’s workload so they can focus more on strategic tasks.
How to set up this integration?
Here's a simple 4-step process for syncing your Ebury data into Xero. It's easy, quick, and smooth.
If you already have an Ebury account, get in touch with your dedicated relationship manager. Once we receive your request, Ebury will prepare to push all your transaction data to your Xero account on a daily basis.
Our team will share a unique link (called the linkUrl) to help you connect Ebury with Xero. Clicking on it will direct you to the Xero authorisation page. Please make sure to bookmark the link. With this link, you will be able to manage the connectivity (disconnect and reconnect).
Log in using your Xero credentials. Carefully choose the organisation within your Xero setup to connect to Ebury. Select 'Allow access' to allow Ebury to push the Bank Feeds.
On the accounts mapping page, map all your Xero accounts to Ebury accounts and select a ‘Feed Start Date,’, which tells Ebury the date from which you want to sync the transactions.
Navigate to the top until you see the “Continue” button. It will forward you until a page which clearly instructs you to close the window since the 1-time process is completed.
Note:
All the synced transactions are known as bank feeds in Xero.
We are exploring new ways to facilitate the seamless connection between Ebury and Xero directly via the Ebury Online platform and will roll out more updates as we progress.
Please use the same ‘Accountancy’ tab in Ebury Online to also unlink certain bank accounts or disconnect the Bank Feeds.
Getting started
If you are already an Ebury and NetSuite client, speak to your dedicated relationship manager to learn more about it and the steps to access the bundle.
If you have yet to become our client, feel free to contact our team.