00:00:05:00 - 00:00:31:45
Welcome to today's tutorial. We’re a diving into the exciting world of integrating Xero with SwiftFox by connecting these two powerhouse platforms, you'll streamline your financial data and ensure your tax rates, accounts, and items are perfectly mapped. So ready to make your financial life a whole lot easier? Let's jump in. First stop SwiftFox settings, select Xero integration.

00:00:31:49 - 00:01:01:28
Now let's select Connect your organisation. This will whisk you away to zero where you choose which organization to connect. If you're a one-organisation-wonder SwiftFox will automatically connect for you. How's that for efficiency? Select allow access and you'll return back to SwiftFox with your organisation now connected. Here comes the crucial bit. Configuring your tax rates, accounts, and items.

00:01:01:32 - 00:01:24:17
This is an essential step in your Xero integration. Without it, your data workflow smoothly between the two platforms. So let's break it down. We'll start with tax rates. We'll start with tax rates mapping where we can configure our tax rates. SwiftFox starts with three default rates, which you can then map to the corresponding tax rates in your Xero.

00:01:24:21 - 00:01:51:15
You can also create new rates from the top dropdown. Next, let's map accounts. Again on the left hand side is the accounts as they appear in SwiftFox. While on the right you can map to the correspond accounts in Xero and finally items mapping. This allows you to map your SwiftFox items to Xero, such as event tickets and transactions, and how you wish them to be categorised in Xero.

00:01:51:15 - 00:02:13:18
On the left hand side, you have your SwiftFox item, and on the right hand side you can map them to the corresponding item in Xero. Pro-tip: Often create new items in Xero? No worries, they won't automatically appear in SwiftFox, but a quick click on sync items from Xero will bring them over, ready for selection.

00:02:13:22 - 00:02:35:26
And there you have it. You have successfully connected to Xero and mapped your tax rates, accounts and items in SwiftFox. This setup ensures that your transactions flow as smoothly as a well-oiled machine between SwiftFox and Xero. Keeping your data accurate and organised. Thanks for tuning in. Now go forth and conquer those finances.

‍