âī¸How to use our offline integration with Xero
Last updated
Last updated
From the dropdown list in Pemo, select the âXero CSVâ option to initiate the setup process and on the next screen click "Start set up"
To proceed with the export, you must enter at least one Chart of Accounts record and one Vendor record.
You can enter the Chart of Accounts in two ways:
Manually input the data into Pemo, ensuring that the information exactly matches your Xero account. Any discrepancies will result in errors during export.
â Note: The data must be identical to the entries in Xero.
If you'd prefer to import the Chart of Accounts via CSV, follow these steps:
Download the CSV Template Download the template provided as part of the set up
Copy Data from Xero Export your Chart of Accounts from Xero and copy the relevant fields (ID and name) into the Pemo template.
Once all fields are filled and accounts are synced, youâre ready to export your data from Pemo to Xero.
You're now set up! We've created 2 videos to show you how to export Chart of account & Vendors from Xero đ
Pemo Power Tip: Vendors are mandatory for any expense type, and their data can be entered either manually or imported from Xero.
If you use additional fields in Xero that you want to include in Pemo, you can create them within Pemo for better alignment.
Ensure all the necessary fields are completed in Pemo before exporting the expense data as a CSV file.
Navigate to the Bill Import module in Xero.
Select the CSV file exported from Pemo and upload it for import.
Map the columns correctly to ensure the data aligns with Xeroâs fields (e.g., date, amount, vendor).
Select the Tax Inclusive option if your expenses include tax.
Review any issues flagged during the import process and resolve them as needed.
Pemo Power Tip: The same method applies for importing both card expenses and out-of-pocket expenses in Xero.
