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.

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.

Tap Map categories on the Xero Connector screen

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

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

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

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

Manage your Xero Connector

Update your category mapping

Tap Xero Connector > Manage mapping

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.

Tap Xero Connector > Edit connections

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