Home Integrations How to Integrate Atoa with Xero

How to Integrate Atoa with Xero

Last updated on Jul 09, 2024

Integrating Atoa with Xero allows you to streamline your invoicing process, making it easier for your customers to pay directly from their bank app. Follow these simple steps to connect your Xero account with Atoa and start accepting payments seamlessly.

Steps to Integrate Atoa with Xero

1. Click on 'Connect Xero'

To get started, click on the 'Connect to Xero' button. This will open a new window where you'll need to give Atoa access to your Xero account.

Steps:

  • Navigate to the Integrations section in your Atoa account.

  • Click on 'Xero'.

  • Press the 'Connect to Xero' button.

2. Select Your Xero Account

Choose the specific Xero account where payments processed through Atoa will be settled and logged.

Steps:

  • In the integration settings, select the Xero account for recording transactions.

  • Ensure this account is correctly set up in Xero to match your business needs.

3. Choose a Branding Theme

Select the branding theme that will be applied to the invoices with the payment option.

Steps:

  • Navigate to the Branding Themes section in your Xero account.

  • Choose the branding theme where you want the Atoa payment option to be applied.

4. Start Sending Invoices

Once everything is set up, you can start sending invoices with payment links created in Xero. Customers can pay from their bank app using Atoa, and funds will be deposited instantly into your chosen bank account.

Steps:

  • Create an invoice in Xero as you normally would.

  • Send the invoice to your customer, who can pay directly through the link.

  • Once a payment is completed, the invoice will also be marked as paid.

Troubleshooting

If you encounter any issues during the setup process, you can book a demo for personalized assistance.