Integration Guide - XERO Accounting

Connecting your RentSyst account to XERO Accounting allows for seamless synchronization of invoices, payments, and financial records — helping you save time and reduce manual entry.

Benefits of Integration:

• Automatic syncing of closed rental orders to XERO
• Streamlined accounting and improved financial accuracy
• Centralized customer and payment data

HOW TO INTEGRATE:

Step 1: Create or Log in to your XERO Developer Account

1.1. Visit: https://developer.xero.com
1.2. Log in using your Xero account

1.3. Click "My Apps" in the top menu
1.4. Select "New App"

Step 2: Register your App

2.1. App name: e.g., RentSyst
2.2. Integration type: Web app
2.3. Company URL: https://rentsyst.com

2.4. Redirect URL: follow to your RentSyst account - Settings - Integrations & Agents - XERO:

Open XERO window:

Finish your App data filling and Click "Create app".

Step 3: Get credentials

3.1. Now, inside App – follow “Configuration” tab:

3.2. You’ll be provided with:

• Client ID
• Client Secret (click “Generate a secret” to create it)

3.3. Copy and save these values securely — you'll need them in the next step.

Step 4: Connect Xero in RentSyst

4.1. Log in to your RentSyst Admin Panel
4.2. Go to Settings > Integrations > Xero
4.3. Paste the Client ID and Client Secret
4.4. Click "Connect" - you will be redirected to Xero to approve the integration

4.5. Grant permission to allow RentSyst access to your Xero organization

Step 5: Mapping - configure sync settings

5.1. Choose whether to sync Invoices, Payments, or Maintenances
5.2. Map RentSyst fields (e.g., taxes, customer names, invoice numbers) to Xero

5.3. Here is a sample how complete mapping should looks like – all product should be linked:

Delivery category:

Penalties category

Equipment category

Insurance сategory

5.4. By clicking the SAVE button, XERO integration is completed!

Step 6: Integration logic

6.1. All set. XERO Accounting has been successfully integrated.

6.2. Now your Invoices will be sended to XERO automatically after the status of the order is changed to "Done".

6.3. You will see XERO icon nearby the reservation:

- if XERO logo is highlighted grey - means Invoice was not sended
- if XERO logo is highlighted blue - means Invoice was successfully delivered into XERO

6.4. You can also open Invoice on your XERO side directly from Rentsyst as well.

Summary

Once connected, your accounting workflow becomes simpler, faster, and error-free — giving you more time to focus on growing your rental business.

If you need assistance during setup, RentSyst Team will be happy to help!

Contact to Rentsyst support