Connecting your Xero Account
You can sync your Xero accounting with Ad Orbit. Multiple Xero accounts can be connected at once. If you connect multiple accounts, they will be associated with specific publishers from your system.
To connect your account, go to Settings > Integrations > Xero. You need the user permission 'Xero' to access this page. Click on Connect your Xero account. You will get taken to the app center page for Xero to login to your account.
Once you log in, you will be asked to choose which company you want to use. You must give permission to Xero to share data with Aysling Accounting.
Tip
If connecting multiple Xero accounts, this can be done in this initial step by choosing multiple organizations, or it can be done later on from the Xero settings page by using the Connect Another Account action.
After choosing your organizations and granting permissions, you'll be redirected back to the Xero settings page in Ad Orbit.
If you've connected one Xero account, all of your Publishers within Ad Orbit will be tied to that organization. If you connect multiple Xero accounts, you should choose which publisher to use with which Xero account by using the ellipses, edit icon on the account once connected.
Next, you should review the Accounting Settings.
Sync payments created in Xero to Ad Orbit: if you have this enabled on the Xero Settings page, payments will be brought in to Ad Orbit that are made in Xero. If this setting is turned off, any payments applied to invoices from within Xero will not sync back into Ad Orbit.
Note
This functionality only works if the payment is applied to a single invoice within Xero. We cannot pull payment information into the system if it was applied to multiple invoices.
Important
If a synced payment is deleted within Xero, it will not automatically void the payment in Ad Orbit. The void within Ad Orbit will need to be performed manually.
Payments Export Account Code: To export payments from Ad Orbit to Xero, enter a code in this field.
You will need to make sure the code you enter is set up to 'Enable payments to this account' in Xero.
All new payments in the system will be set to export. You can go to the Billing > Recorded Payments page to see what payments are marked to export. You can uncheck or recheck payments to export at any time.
A payment marked to export will go over to Xero, and will apply to the associated invoice.
Important
If multiple Xero accounts are connected to the Ad Orbit instance, any payments to invoices that are split between multiple accounts will not export. Only payments associated with a single account will push to Xero.
Deferred Revenue Account Code: If this is set, all deferred items will export to Xero to the account using this code, overriding the account that would be set based on a mapped product or GL class revenue code.
Once your system is connected, you can start pushing over company, order, invoice, and payment information. The system will see if there are matching companies in Xero to connect, but if the company names are different it will create a new company.
Important
We recommend you check the company names in the system match your Xero company names before integrating. Talk to your representative if there are any concerns before syncing accounts.
Prior to pushing invoice information, we also recommend reviewing your Product Mapping. Click here for more information on how to map your products.
Updated 5/8/2025