> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.wellybox.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Xero Integration Guide

|| The availability of the Xero® integration as part of WellyBox depends on your geographic location. If you are unable to use the Xero integration, please see [How to Send Receipts to Xero](https://help.wellybox.com/en/article/how-to-send-receipts-to-xero-g3xw0a/).

### Sign-up With Xero®
WellyBox's integration with Xero means you can easily create a WellyBox account by installing WellyBox on the Xero App Store. To do so, head over to [the WellyBox product page](https://apps.xero.com/uk/app/wellybox) on the Xero App Store and click [Get this app](https://app.wellybox.com/integrations/xero/app_store_entry_point).

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_1myirzc.png)
### Sign-in with Xero
Sign-in back to your account by heading over to the [WellyBox sign-in page](https://app.wellybox.com/login?show_xero=true).

### About the Xero integration
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](https://app.wellybox.com/ng2ux/accountingsoftware). If, for some reason, you need to add the Xero integration again, follow the instructions under **Installing the Xero integration**, below.
You can make sure Xero was installed successfully by loading the [Accounting Software Integrations](https://app.wellybox.com/ng2ux/accountingsoftware) 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:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_1c7p6g0.png)


![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_1efv1jp.png)
* 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**:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_19hrmpc.png)
* 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.
![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_2i61c7.png)
### Exporting Documents from WellyBox to Your Xero Account
* Heading over to the [All Receipts](https://app.wellybox.com/ng2ux/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](https://app.wellybox.com/ng2ux/receipts), under the (+) button:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_1cobjq9.png)
* Select the docs you wish to export, using their corresponding check boxes, then, from the Export menu, select **Export to Xero**:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_xdda14.png)

* You will be asked to confirm your wish to export the selected docs to Xero. If you wish to continue, click **Yes, export**.
![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_524uhq.png)
* You will then be presented with a dialog confirming that the export process in being undertaken. Click [Export history](https://app.wellybox.com/ng2ux/reports) to see its progress.
![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_1aha9xv.png)
* 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:

![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_1nsv4d1.png)

* For each document that failed to export, you will be able to see what went wrong by hovering over that doc's heading:
* ![](https://storage.crisp.chat/users/helpdesk/website/-/9/5/3/3/953333f157d22000/image_i1gorn.png)
* For docs that were exported successfully, you can see that doc on Xero by click the ↗️ icon in that doc's heading, when filtering by Report.
* You can review all of your exported docs on Xero by heading over to the [Purchases overview > Bills](https://go.xero.com/app/bills/list/draft) page.
### 
Purchasing a WellyBox Subscription
If you would like to purchase a WellyBox subscription, you can do so through Xero. This means you would only have to pay a single invoice per month, and that invoice would include both your existing Xero subscription, as well as your WellyBox subscription. To pay for your WellyBox subscription through Xero, [click here](https://apps.xero.com/subscribe/bba87575-8940-4d1a-9a81-8796d9d06925).

### Disconnecting WellyBox
We understand circumstances change, and you may want to remove WellyBox from your Xero account.
When you remove the Xero integration on the [Accounting Software Integrations](https://app.wellybox.com/ng2ux/accountingsoftware) page, the connection to Xero will be revoked.
To ensure that the WellyBox connection no longer exists on Xero's side, head over to the [Connected apps screen](https://go.xero.com/Settings/ConnectedApps/), look for the **WellyBox** row, then click **Disconnect**. If you cannot find WellyBox on that list, it means the connection has already been revoked.


|| 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.