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Xero Integration Guide

Sign-in with Xero®

There are two ways to connect the Xero integration - one is through the Xero App Store and the other is directly through WellyBox.
If you installed WellyBox through the Xero App Store, a Xero export destination will automatically be added to your list of Accounting Software Integrations.
You can make sure Xero was installed successfully by loading the Accounting Software Integrations page with looking for a Xero account with a Connected status.


Installing the Xero integration

If you already have the Xero integration installed, move on to the next section.


  • Otherwise, under Accounting Software Integrations, click the (+) button:




  • Complete your login to Xero as usual.
  • You will then be presented with a screen allowing you to select the Xero Organisation you wish to sync WellyBox with. Select the relevant Organisation, or business, then click Allow access:


  • Once access is granted you will see an indication that the Xero integration has been installed. Click Send documents now to proceed with an export.


Exporting Documents from WellyBox to Your Xero Account

  • Heading over to the All Receipts page, You will then be presented with all of your WellyBox docs, provided you have any. If you don't have any docs, add some using the Upload from this device option on the All Receipts page, under the (+) button:


  • Select the docs you wish to export, using their corresponding check boxes, then, from the Export menu, select Export to Xero:



  • You will be asked to confirm your wish to export the selected docs to Xero. If you wish to continue, click Yes, export.
  • You will then be presented with a dialog confirming that the export process in being undertaken. Click Export history to see its progress.
  • Each export to Xero may either fail, succeed, or succeed partially. The corresponding statuses on WellyBox are Failed, Completed, and Partial. Clicking the link under the Receipts exported column would take you to the list of docs whose export was requested:



  • For each document that failed to export, you will be able to see what went wrong by hovering over that doc's heading:
  • You can review your exported docs on Xero by heading over to the Purchases overview > Bills page.


Legal note: "Xero" and the Xero logo are a trademarks or registered trademarks of Xero Ltd and/or its affiliates in the U.S. and other countries. Nothing in this article should be construed as an endorsement by Xero Ltd and/or its affiliates.




Updated on: 06/07/2025

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