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Tide Logo
Tide Logo
Tide Logo

Set up and manage your Xero Connector

Xero Connector allows you to seamlessly send your Tide transactions, invoices and receipts to your Xero software, making Bookkeeping easier and more accurate.

Follow the steps below to get set up and manage your connection.

Set up your Xero Connector

Step 1: Find Xero Connector in-app

  1. Update your Tide app to the latest version and log in

  2. Go to the Admin tab and tap All Actions > Accounting integrations

  3. You can then either initiate a new connection or you'll see your existing Xero integration

Step 2: Map your categories

When you make or receive a payment, you can map its category. 

This tells Xero Connector how to automatically categorise your Tide transactions when their synced to your Xero accounts. This lets you do 1 click reconciliation in Xero.

Your mapping here will overwrite existing bank categorisation rules you've set up in Xero.

  1. Tap Map categories on the Xero Connector screen

  2. You’ll see a suggestion of how your categories are mapped

  3. Change a suggestion by tapping on the category and selecting a different Xero account

  4. You can leave a category without a mapping. Tide transactions with this category won't be automatically mapped to your Xero account, so you’ll need to manually reconcile them or set up rules in Xero

  5. Once you’re happy with your mapping, tap Save mapping

Manage your Xero Connector

Update your category mapping

  1. Tap Xero Connector > Manage mapping

  2. Select your new mapping

This new mapping will then apply to all data synced after this point.

Update your synced accounts and data

You can change your synced accounts anytime through your Tide app.

  1. Tap Xero Connector > Edit connections

  2. Select which accounts you’d like to sync, and which data you’d like to sync.

Manage your Xero Connector subscription

You will be billed £6.99 + VAT for your subscription on the 1st of each month. If you sign up to Xero Connector mid-month, you’ll pay a pro-rata fee on the 1st of the next month for your use.

If you have upgraded to or are on a Smart, Pro, or Max plan, Xero Connector is included as part of your subscription.

To cancel your Xero Connector subscription:

  1. Tap Xero Connector > Manage membership

  2. Tap Cancel subscription

This will immediately stop your enhanced sync, meaning your detailed transaction mapping and related data will stop syncing with Xero.

Your connection between your Tide account and Xero account will remain, but only basic data will be synced.

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Tide Platform Limited (Tide) designs and operates the Tide website and app. Tide is not a bank. Tide is authorised by the Financial Conduct Authority (FCA) under the Electronic Money Regulations 2011 under firm reference number 900843 for the issuing of electronic money and the provision of payment initiation services and account information services under the Payment Services Regulations 2017. Tide is also authorised and regulated by the Financial Conduct Authority in relation to its credit and insurance broking activities (firm reference 718743). Tide is incorporated and registered in England and Wales with company number 09595646 and registered office at 4th Floor The Featherstone Building, 66 City Road, London, EC1Y 2AL. Tide offers bank accounts powered by ClearBank® Ltd (ClearBank) (account sort code is 04-06-05). ClearBank is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 754568. Eligible deposits with ClearBank are protected up to a total of £120,000 by the Financial Services Compensation Scheme (FSCS), the UK's deposit guarantee scheme. For further information visit Home. ClearBank Ltd is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 754568). Registered Address: ClearBank, Level 27, The Broadgate Tower, 20 Primrose Street, London, United Kingdom, EC2A 2EW. Eligible deposits held in the Tide Business Current Account (powered by ClearBank) are covered by the Financial Services Compensation Scheme (“FSCS”) subject to eligibility. All eligible deposits at the same bank are aggregated to determine the coverage level for each depositor up to £120,000, therefore if you have any other product/services with ClearBank these will be aggregated. To find out more and to check your eligibility please visit: About us . Some of Tide’s members also hold e-money accounts powered by PrePay Technologies Limited (PPT) (account sort code is 23-69-72). PPT is an electronic money institution authorised by the FCA under the Electronic Money Regulations 2011 under firm reference number 900010 for the issuing of electronic money. PPT holds an amount equivalent to the money in Tide current accounts in a safeguarding account which gives members protection against PPT’ insolvency. Tide Cards may be issued by both Tide and PPT, who are licensed by Mastercard International for the issuance of cards. The issuer of your Tide card will be identified on your monthly card statement. Tide Capital Limited is an appointed representative of P1 Investment Services Limited which is authorised and regulated by the Financial Conduct Authority under firm reference number 752005 to carry out such regulated activities as are involved in the provision of Tide Investment Account. Seccl Custody Limited is the custodian of assets held in Tide Investment Account and is authorised and regulated by the Financial Conduct Authority (firm reference number 793200) and registered in England and Wales under No. 10430958. Registered office 20 Manvers Street, Bath BA1 1JW. Tide, the Tide logo, the Swell, and Do Less Banking are trademarks and trade names of Tide Platform Limited, and may not be used or reproduced without the consent of the owner.