What is Xero?
Xero is a cloud-based accounting software designed for small and medium-sized businesses. It offers features such as invoicing, payroll, expense management, and financial reporting, enabling users to manage their finances efficiently and access their data from anywhere.
Zopa + Xero
If you have a Xero account, you can connect it to Rvvup (acquired by Zopa) for easy exporting of your payment history to Xero. You can also send Xero Invoices to your customers and allow them to pay using Zopa - including Pay by Bank, Pay by Card, and Apple Pay.
ℹ️ How to connect Xero to Zopa
- Log in to your Zopa Dashboard
- Go to Settings & click on Connections
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On the Xero tile, click Connect Xero
- Follow the instructions to log in with your Xero account
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Xero will ask you to confirm the connection by clicking Allow access
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Once completed, you’ll see a ✓ Ready confirmation on the Xero tile (you may need to hit 🔄 refresh!)
🙌 Now that you’ve completed the Xero to Zopa connection, you will see your Zopa account listed within your Xero Dashboard for both Invoice Payments and as a Merchant Account for importing transaction & disbursement history.
🏁 That’s it! Now that your Xero account is connected to Zopa, read about how to configure Zopa to be your default payment option for Xero invoices.