Peakflo connects and syncs with the data in your Xero account in just a few minutes. We securely import the following data from Xero automatically:
- your company information
- bills and payments
- status of payments
- credit notes
- payments and overpayments
- chart of accounts
Keep both systems up to date, automatically: the two-way integration between Xero and Peakflo means payments made via Peakflo are reflected in your Xero account, too.
You can also map which accounts in Xero should be debited/credited when you receive invoice payments via Peakflo. You can also easily track all payments collected and processing fees inside Xero.
Data Flow Diagram
Data syncs from Peakflo to Xero is as follows
- Bank Transaction refers to payments done to vendors/employees for each bill.
- Bank Transfer refers to the top-up to the Peakflo wallet done through your local bank account (e.g. BCA)
Additionally, whenever you create new records in Xero, we'll sync and delete older records to ensure the most accurate, real-time data for seamless record-keeping.
To sync Peakflo with Xero, follow the step-by-step guide in this article for the quick tutorial.
Or, if you're more of a visual person, take a look at the video below 👀
Your account will be connected to Xero until you click disconnect. If you ever find your account disconnected, you can reconnect any time in Settings → Integrations.
Reach out to us and we can help you to change the Xero organization.