Connect and manage Xero

Overview

• Xero is connected at Business level through the secure Xero sign-in flow.
• One Xero tenant is connected to the Business at a time.
• MiniTill keeps the Xero connection credentials protected; staff do not need to enter them on POS devices.
• The Xero settings page shows Connected, Needs attention, or Disconnected plus tenant, connection time, last test, and the latest connection error.
• Owners and Business Managers can Connect, Test connection, Reconnect, or Disconnect Xero.
• Account mappings and export settings control where MiniTill posts supported accounting workflows.

When to use this

• Connect Xero when the Business uses supported Account Sale, daily/till sales, expense receipt, or marketplace accounting workflows.

Step-by-step

1. Open Business Settings → Integrations → Xero.
2. Choose Connect Xero and authorise the correct tenant.
3. Confirm the connected tenant name.
4. Load and save the required Xero account mappings.
5. Configure Sales export settings and Account Sale terms where needed.
6. Run Test connection.
7. Use the Xero sync history to review later successes or failures.

Common mistakes

• Do not connect the wrong Xero tenant just because the current user has access to several organisations.
• Do not disconnect/reconnect as the first response to one failed sync; inspect the specific sync error first.
• Do not assume connecting Xero automatically posts every MiniTill transaction type.

Troubleshooting

• If account lists cannot load, Test connection and review the last connection error.
• If one transaction failed but the connection is healthy, use that workflow's specific retry instead of reconnecting the whole integration.