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How to integrate Weel with Xero

  • Updated

Connect your Xero account to Weel to automatically sync your chart of accounts, bank feed, and coded expense data.

Steps

  1. Click Settings.
  2. Click Integrations.
  3. Find Xero in the list and click Connect.
    • If a different accounting integration is already connected, this button is disabled. Weel supports one accounting integration at a time.
  4. If prompted, review the consent screen listing what Weel will access in your Xero account (Contacts, Organisation settings, File library, Attachments, Bank statements, Business transactions, Reports), then click I agree to Weel's terms.
  5. Log in to Xero, or continue with single sign-on, and follow Xero's own consent screens to authorise access.
  6. Click Allow access on Xero's screen to approve the connection.

What happens next

You're redirected back to Weel, and the integration itself completes immediately. A few things then finish in the background:

  • Chart of Accounts: imports automatically. No action needed.
  • Tracking Categories: sync automatically as Custom Fields via a recurring background job, with no action needed to trigger it.
    • This requires a plan with the Custom Fields feature (Premium plan or higher); if your plan doesn't include it, tracking categories won't sync.
    • Turn on Custom Fields (Settings → Expense Fields → Custom Fields) to view or manage synced fields, or to require your team to fill them in on card expenses, reimbursements, or invoices. That toggle controls visibility in Weel, not the sync itself. Skip this if you don't use tracking categories in Xero.
  • Xero Bank Feed: connects automatically (there's no toggle to switch on), usually within 24-48 hours, with automatic retries if it doesn't connect right away. See Understanding the Xero Bank Feed for details.

Map your Chart of Accounts in Settings > Chart of Accounts, matching each Weel expense category to the right Xero account so coded expense data pushes through correctly.

Data exports to Xero once a transaction is cleared, fully coded, and its approval workflow has reached a final state (Approved, Declined, or No Workflow Required).

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