Connect Xero to Filmo

Connecting links your Filmo account to one Xero organisation: the company in Xero where your accountant keeps the books. The connection belongs to the company, not to you, so any administrator can configure or disconnect it later.

Before you start

• You'll sign in with a Xero user that has access to the organisation you want to link.
• A Filmo company connects to one Xero organisation at a time.

Connect Xero

1. Open the Xero page Go to «Settings» → «Integrations» and choose «Xero». It's also under «Apps and integrations» in your user menu.
2. Click «Connect» Xero opens in the same window.
3. Sign in and authorize Sign in to Xero and allow Filmo access.
4. Choose the organisation If your Xero user has several, «Select your Xero organisation» appears. Pick one and click «Use this organisation».
5. Check the result You're back in Filmo with “Integration connected successfully.”

If Xero still needs settings, the «Manage connection» dialog opens on its own with the «Pending configuration» list. That's normal: connecting only links the two programs. Nothing is sent yet, and no workflow has been installed.

What happens next

• Set the accounts and tax rates the sends need. See Xero connection settings: accounts and tax rates.
• Install the accounting templates in order. See Accounting templates and the order to install them.
• The Xero card shows the connection. While it isn't connected it carries a «Beta» badge.

Disconnect Xero or change organisation

Disconnecting is in «Manage connection» → «Danger zone» → «Disconnect». Before you confirm, know what it does:

• Filmo forgets everything about the connection: which documents it sent (each linked document) and the account and tax settings.
• Nothing is deleted in Xero or in your Filmo documents. Filmo also tries to withdraw its access in Xero.
• The workflows that use Xero stay, but their runs fail until you connect again.
• If you reconnect the same organisation, you configure it again, and Filmo recognizes by number what it had already sent, so nothing is duplicated.

You can't switch to a different Xero organisation while documents have been sent to the current one. Filmo stops with “Esta integración ya tiene documentos sincronizados con otra cuenta…” (in Spanish: this integration already has documents synced with another account). Disconnect first, knowing the links are forgotten.

If you see an error

Related resources

• How the Xero integration works
• Xero connection settings: accounts and tax rates
• Fix Xero pending configuration