Overview of Xero
Xero is a leading cloud-based accounting platform used by businesses to manage invoicing, bank reconciliation, reporting, and more. By integrating Xero with Helm, you can automatically push order and invoice data into Xero, helping you streamline your bookkeeping and stay on top of your finances.
Integration Features
Order Sync
Helm pushes completed order data into Xero, making it easy to match sales with your financial records.
Invoice Creation
Automatically generate and send invoices from Helm into Xero, reducing manual work and keeping your accounts accurate.
Benefits of Integrating Xero with Helm
Automated Accounting: Orders and invoices from Helm are sent straight to Xero — no manual entry needed.
Faster Month-End: Keep your accounts current and ready for reconciliation at any time.
Reduced Admin Overhead: Save time by eliminating repetitive data tasks.
Improved Accuracy: Avoid errors and discrepancies between sales and accounting.
How to Get Started with Xero Integration
Access Your Helm Account: Log in to your Helm dashboard.
Navigate to Stores: Select the "Stores" tab from the side menu.
Add or Edit a Store: Use "+ ADD" to create a new store or "View Store" to modify an existing one.
Add the Xero Sales Channel: In the store settings, click "+ ADD" under sales channels and choose "Xero".
Authorise Connection: Follow the prompts to connect and grant permissions to your Xero account.
Configure Settings: Adjust sync and fulfilment preferences to match your workflow.
📘 Setup documentation for Xero will be provided soon.
Common Use Cases
Automatically pushing Helm order data into Xero.
Creating and syncing invoices directly from Helm.
Keeping financial records accurate without manual input.