Connect Xero to Swipey

This article walks you through connecting your Xero Online account to Swipey. The process takes about 2 minutes — you'll log in via a secure pop-up and Swipey handles the rest.

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Before you start

Make sure you have your Xero Online login credentials ready and that you have admin access to the company you want to connect. If you use multiple companies in Xero, you'll be able to choose which one to link during the login step.

1
Go to Accounting in your Swipey dashboard
Swipey dashboard → Accounting

From your Swipey dashboard, click on Accounting in the left sidebar. You'll see the three available integrations: QuickBooks, Xero, and Bukku.

Click "Connect to Xero"
Launches the login pop-up

Click on the Xero option. A secure login pop-up will appear — this is powered by Rutter, the service that manages the Xero connection on Swipey's behalf.

3
Log in to Xero and select your company
In the pop-up window

In the pop-up, enter your Xero email and password. If you manage multiple entities in Xero, you'll see a dropdown, select the company you want to connect to Swipey.

Then click Allow Access to authorise the connection.

4
Swipey connects and Alfie gets to work
Automatic — nothing to do here

Once you click Allow Access, the pop-up will close and you'll be brought back to Swipey. You'll see a message: "We are connecting, please check back later."

This is Alfie (our AI setup assistant) reading through your Xero Chart of Accounts to find any existing Swipey accounts. This usually takes just a few seconds.

5
Xero is now connected ✓
Connection confirmed

Once Alfie finishes scanning, you'll be taken to the account setup screen. Your Xero is now connected! The next step is to link your Swipey accounts to the right entries in your Xero Chart of Accounts.

➡️ Next step

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Setting Up Your Swipey Accounts in Xero
Link your Master and Cards accounts using Alfie


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Don't disconnect after setup

Once connected, avoid disconnecting your Xero account. Disconnecting may cause your sync settings to be lost. If you run into issues, contact the Swipey support team first.


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