How to Integrate Arthur and a Clean Version of Xero

Notes:

It is important that you have a basic knowledge of Xero and that you are able to setup a ‘New Organisation’ as a trial.  For the purposes of the initial test you can use the default Xero chart of accounts. To view/access the page below go to Financials Go To Xero Screen:

Please ensure that all your tenancies are entered and up to date, all your tenant, tenant deposit and property owner transactions are on and that your recurring charges are setup.  It is pointless doing and initial test unless it’s real and complete data in Arthur!

Getting Started

Step 1: Create a ‘trial’ organisation in Xero

*Do not add bank accounts*

Add any accounts codes that you may specifically need – otherwise leave blank

That’s it – no need to add anything else

Step 2: Get your Arthur up-to-date.

Ensure:

  1. All units and properties have owners assigned to them
  2. All your recurring charges are setup properly
  3. All your registered deposit charges and registered deposit receipts are correct
  4. All your bank accounts in Arthur have the bank account name, sort code and account number fields completed

Look at the tenant balances, property owner balances, and tenant deposit balances reports and satisfy yourself that they are correct

Step 3: Configure Arthur & Xero to talk to each other

Choose the account you are integrating.

Step 4:  Save Mappings

The screen below is similar in all three mapping tabs. For example, click on the ‘Mapping Account’ tab and press the save mapping button at the bottom of the page. Repeat this for ‘Mapping Bank Account’, ‘Mapping Tenancy’, ‘Mapping Units’,  ‘Mapping Contact’ and ‘Mapping Tax Rates’

Step 5: Synchronise the systems & check the following reports:

  • Arthur Tenant balances report agrees with Xero Aged Receivables report
  • Arthur Property Owner balances report agrees with Xero Aged Payables report
  • Tenant Deposit balances report in Arthur agrees with the deposit balances held in Xero.

Step 6: Subject to Step 4 being correct, return to Step 1 but this time connect your real Xero account.

Step 7: After the synchronisation is complete you will see that Arthur would have created your bank accounts in Xero. You can then attach the bank feeds and start reconciling!

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below