How to set up Xero Rapid Integration with Kindo
Request access
The team will reply with a few quick questions and let you know when setup is complete.
Once enabled:
- A Xero tab will appear in your Kindo admin menu
- You'll receive a confirmation email
- You can complete the initial setup and start using the integration
Before you begin
Make sure you have the following set up in Xero:
- Kindo (or The Growth Collective) added as a contact
- A general ledger code for Kindo fees
- A general ledger code for the Kindo clearing account
Initial setup in Kindo and Xero
This setup only needs to be completed once.
- Log in to Xero
- Log into Kindo Shop
- From your Admin Home page, select the Xero tab
- Select Connect to Xero.
5. When prompted in Xero, select Allow Access.
Complete the one-time settings to ensure Kindo is linked to Xero
- In the Xero tab, select Settings.
2. Select Use this contact and choose the Kindo contact already set up in Xero.
(If no contact appears, search for Kindo or The Growth Collective - however you have entered it in Xero)
3. Select Save after choosing the contact.
4. Select the Xero ledger codes for:
- Kindo fees
- Kindo clearing account
Related Articles
Xero Rapid Integration - How to process a negative invoice
When using Kindo’s Xero Rapid Integration, you may occasionally receive a negative invoice. This happens when refunds and external (POS) payments recorded in Kindo exceed payments collected through Kindo during a weekly period. Because Xero does not ...
About Xero Rapid Integration
Xero Rapid Integration lets Kindo create a correctly coded draft invoice in Xero for your Kindo payments — in just a few clicks. It’s available to all Kindo customers who use Xero. What does Xero Rapid Integration do? Instead of reconciling hundreds ...
Using Xero tracking categories and codes
Tracking categories and codes in Xero allow schools to report on income in more detail than General Ledger codes (GL codes) alone. When used with Kindo, tracking can be applied to payment items so income flows into Xero already coded correctly for ...
Accounting Instructions for Manual Entry into Xero
The following accounting process in Xero are for Schools that are not using Kindo - Xero Rapid Integration. Prior to launching Kindo Payables you need to have the following general ledger codes set up in your accounting system: Kindo Clearing Account ...
Creating, viewing and approving a draft invoice for Xero
Once the initial setup of your Xero integration is complete, you can create and manage your weekly or daily draft invoices from the Xero tab in Kindo. Creating a draft invoice for Xero Log in to the Shop Site Select the Xero tab from the School Admin ...