Setting up the Helcim to Xero Integration

  • Published on Apr 24, 2025
  • 3 minute(s) read

Ready to process Xero invoice payments with Helcim? This guide will walk you through setting up the Helcim to Xero integration so your customers can pay with ease.

In this article

Before you connect

Before you get started, ensure you have the following:

Connecting Helcim to Xero

  1. Login to your Helcim account

  2. Go to the All Tools menu and select Accounting Center.

  3. Choose Xero Integration from the menu.

  4. Click Connect

Screenflow: connecting Helcim to Xero

Completing the Xero integration setup wizard

After clicking Connect, you'll be guided through a setup wizard to configure the integration. Here's a breakdown of each step.

Step 1: Login to Xero

Enter your email and password for your Xero account, and then select Allow access to start the connection with Helcim.

Login screen for Xero and Helcim connection.

Step 2: Select a payment method to accept on your Xero invoices

Choose whether you want to take credit card or ACH payments on your Xero invoices, or both. You can adjust this later in your Xero settings.

Screenshot: choose a payment method for Xero invoices and Helcim.

Step 3: Helcim clearing account

A Helcim clearing account will be automatically created in your selected Xero organization. This account is where payments, fees, and bank transfers from Xero invoices paid through Helcim will be recorded.

You’ll be able to see this in your Xero account after the setup is complete.

Screenshot: the Helcim clearing account in Xero.

Step 4: Select the bank account for payouts

Choose the bank account where Helcim payouts will be deposited. Ensure this is the same account linked to your Helcim account for deposits.

  • If you haven’t linked a bank account to Helcim yet for your deposits, you’ll be given the opportunity to do so here.

  • If you have a separate account for USD payments, check out our FAQ for further instructions.

Screenshot: the payout account for the Xero Helcim integration.

Step 5: Select the expense account for Helcim's processing fees

Select an account from your Xero Chart of accounts to record Helcim's processing fees.

Selecting an expense account for a Xero to Helcim integration.

Step 6: Select which invoices Helcim will process payments for

Choose which Xero invoice branding themes will offer Helcim as a payment service. You must select at least one branding theme.

Selecting a Xero invoice branding theme for a Helcim integration

Step 7: Select whether you’d like to enable Auto-Collect

Auto-Collect automatically processes payments on invoices on their due dates. If you checked the box, see the remaining steps for setting up Auto-Collect here.

Enable auto-collect while setting up the Xero to Helcim integration

Important note about the Xero connection

The connection between Xero and Helcim is 1:1. This means one Xero organization can only be connected to one Helcim account, and vice versa.

Example

If you disconnect Xero organization A from Helcim account A and connect it to Helcim account B, only Helcim account B will sync with Xero organization A.

Invoices from the original connection (Helcim account A) will not be collected automatically, and new contacts and invoices won't sync.

Next steps

Now that you've connected Helcim and Xero, you're ready to start using the integration! Here's what we recommend checking out next:

For more in-depth information on managing your Xero account, check out Xero's support resources.

FAQ

I have multiple Xero organizations. Can I connect them all to my Helcim account?

Great question! The Helcim and Xero integration is designed for a 1:1 connection.

This means one Helcim account connects to one Xero organization. If you have multiple Xero organizations, you'll need a separate Helcim account for each one.

What happens if I disconnect my Xero organization and connect a different one?

You can only have one Xero organization connected to a Helcim account at a time. If you switch to a different Xero organization, only that new organization will sync with Helcim.

I'm in Canada, and I want to accept USD payments. How does that work with the Xero integration?

If you're a Canadian merchant set up to accept USD credit card payments, you’ll see an option to connect a USD bank account during the Xero integration setup.

Here’s how it works:

  1. First, select the bank account you use for your main currency.

  2. Then, click Add a USD bank account.

  3. Choose the correct bank account from the dropdown menu and click Next.

To select a second currency for Xero, you must first add that currency to your Helcim account. To do this, reach out to our support team.