✏️How to use our offline integration with Xero

Step 1: Select the "Xero CSV" Option

From the dropdown list in Pemo, select the “Xero CSV” option to initiate the setup process and on the next screen click "Start set up"

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Step 2: Enter Chart of Accounts and Vendors

To proceed with the export, you must enter at least one Chart of Accounts record and one Vendor record.

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Step 3: Enter Chart of Accounts

You can enter the Chart of Accounts in two ways:

Option 1: Manual Entry

Manually input the data into Pemo, ensuring that the information exactly matches your Xero account. Any discrepancies will result in errors during export.

⛔ Note: The data must be identical to the entries in Xero.

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Option 2: CSV Import

If you'd prefer to import the Chart of Accounts via CSV, follow these steps:

1. Download the CSV Template Download the template provided as part of the set up

2. 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, you’re 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 👇

Pemo Power Tip: Vendors are mandatory for any expense type, and their data can be entered either manually or imported from Xero.

Exporting Chart of Accounts from Xero

Exporting Vendors from Xero

Additional Step: Custom Fields

If you use additional fields in Xero that you want to include in Pemo, you can create them within Pemo for better alignment.

https://drive.google.com/file/d/1IRMozZn56ttvHC6-1-_25MO2z1ISVRPR/view?usp=sharingdrive.google.com

We've created 2 videos to show you how to import info from Pemo to Xero 👇

Step 1: Fill Out Fields and Export the Expense

Ensure all the necessary fields are completed in Pemo before exporting the expense data as a CSV file.

Step 2: Import the CSV File into Xero

1. Navigate to the Bill Import module in Xero.

2. Select the CSV file exported from Pemo and upload it for import.

Step 3: Ensure Proper Import Settings

• Map the columns correctly to ensure the data aligns with Xero’s 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.