Editing your Xero integration

All integration settings for Xero—including Bank Feeds, Bill Pay, and Expense Management—now live in a single Integrations panel. Use this panel to choose which Relay accounts to sync, turn individual products on or off, and remap account feeds.

Before you start

• You must be an Administrator or Manager in Relay.

• The Xero organization must already be connected in both Relay and Xero. If not, first integrate Relay with Xero.

Steps to manage your Xero integration

1. Sign in to Relay on desktop and open Settings → Integrations.

2. On the Xero tile, click Manage to open the Xero integrations panel.

3. Under Bank Feeds, select the Relay accounts you want to sync with Xero. All accounts with linked cards are automatically selected. Click Save changes when done.

4. Under Control which details appear in Relay and sync to Xero, manage imported data like Categories, Vendors, and Tax Rates. You can choose whether fields are required, shown in Relay, or edited. Click Save Changes after adjustments.

5. Under Imports, toggle Automatically imports unpaid bills or Import vendors to let Relay pull bill data and vendors from Xero.

6. When you’re done, click Close. Your changes are applied immediately.

Related articles

• Integrating with Xero for bank feeds

• Resetting your Xero bank feed

• Manually syncing your Xero bank feed

• Connecting Relay to Xero for Expense Management

Can't find what you're looking for?

Chat with our team to get help instantly.

Chat with Support