Getting Started with iGyro Xero Integration: A Quick Start Guide

The iGyro Xero integration is designed to help users quickly set up their data and streamline their accounting processes. This guide walks you through connecting your iGyro account with Xero, syncing data, and configuring essential settings for a seamless experience.

1. Overview of iGyro and Xero Integration

iGyro recommends Xero as a preferred accounting software due to its seamless integration. This quick start guide is perfect for users with a fresh iGyro and Xero account, enabling them to quickly populate data like invoices, accounts payable, and business contacts.

2. Connecting iGyro to Your Xero Account

1. Navigate to the Admin Menu and select Xero Settings.
2. Click on Connect to Xero.
3. Log in with your Xero credentials and select the organization to connect.
   • Ensure you select the correct organization to avoid misconfigurations.
   • If needed, use the Disconnect button to reconfigure the connection.

3. Configuring Sync Start Date

• Set the Sync Start Date for accounts payable.
• For new accounts, this date may not be critical. For existing accounts, choose the appropriate date to begin syncing invoices.

4. Mapping Business Contacts

1. Use the Match Company with Xero Contacts feature to align iGyro companies with Xero contacts based on ABN numbers.
2. For new installations, contacts will automatically sync from Xero to iGyro’s business contacts list.

5. Managing Cost Centers and Tracking Categories

• iGyro supports job tracking and cost center tracking for detailed reporting.
• Configure cost centers in iGyro and map them to corresponding Xero accounts:
  • Example: Split costs into categories like supply and labor.
  • Add new accounts in Xero if needed (e.g., labor cost of goods sold).
• Note Xero’s limitation of two tracking categories:
  • Adjust tracking categories (e.g., replace an unimportant category with cost center tracking).

6. Performing Data Syncs

1. Once settings are configured, navigate to the Xero Tab and click Start Sync.
2. Wait for the sync to complete and check the logs for details of transactions and updates.
3. Regular syncs ensure your iGyro and Xero data remain up-to-date.

7. Verifying the Sync

• After syncing, check your business contacts and tracking categories in Xero to confirm successful integration:
  • Ensure job numbers and cost centers appear as expected in tracking categories.

8. Best Practices

• Regularly review settings and logs to maintain accurate data.
• For advanced use cases or troubleshooting, contact iGyro support for guidance.

This quick start guide equips you with the knowledge to effectively integrate iGyro with Xero, ensuring a smooth transition to managing your accounting and business data. Start syncing today to leverage the full power of iGyro and Xero!