Xero FAQs

Answers to common questions when integrating with Xero.

How do I connect to Xero?

Refer to our getting started guide - https://help.tahua.io/getting-started-with-xero

How do I disconnect from Xero?

Refer to our getting started guide - https://help.tahua.io/getting-started-with-xero

How do I map an Tahua Applicant to an existing Xero Contact?

Map an Applicant to a Xero ContactNavigate to the Applicant page in Tahua.Locate the Xero Contact fieldFind the Xero Contact field on the Applicant page.Edit the Xero Contact valueHover over the Xero Contact value and click it to edit. Select and save the Xero ContactLocate the Xero Contact from the list and click the Tick icon to save the value.

When does a Milestone get synced to Xero as a Bill?

Milestones can be synced to Xero at different points in the Milestone lifecycle, depending on your Organisation's needs.

You can choose which points you want to sync at from the Xero settings under your Organisation settings by going to your Settings > Organisation menu and clicking on "Edit Details".

The following sync points are available for you to choose from; you can select multiple if you wish.

Milestone sync points

If you are not using Contracts within Tahua then the only option that is applicable is "When the milestone is approved".

What account code are bills coded to in Xero?

You are able to choose which account code your bills are coded to within your Tahua organisation settings.

Navigate to Settings > Organisation and click on "Edit details", locate the Xero Account Code field below:

Xero Account Code field

How often is payment information synced back to Tahua?

Payment information is pulled from Xero every 24 hours around midnight NZT.