--- title: "Connect Helcim to Xero Accounting Software: a step-by-step guide" slug: "connect-helcim-to-xero" description: "Set up the Helcim Xero integration. Follow our step-by-step guide to connect your accounts and configure the settings." updated: 2025-04-28T19:05:24Z published: 2025-04-28T19:05:24Z canonical: "learn.helcim.com/connect-helcim-to-xero" --- > ## Documentation Index > Fetch the complete documentation index at: https://learn.helcim.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting up the Helcim to Xero Integration 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](/v1/docs/connect-helcim-to-xero#before-you-connect) - [Connecting Helcim to Xero](/v1/docs/connect-helcim-to-xero#connecting-helcim-to-xero) - [Completing the Xero integration setup wizard](/v1/docs/connect-helcim-to-xero#completing-the-xero-integration-setup-wizard) - [Important note about the Xero connection](/v1/docs/connect-helcim-to-xero#important-note-about-the-xero-connection) - [Next steps](/v1/docs/connect-helcim-to-xero#next-steps) - [FAQ](/v1/docs/connect-helcim-to-xero#faq) --- ## Video --- [vimeo-player](https://player.vimeo.com/video/868113776?h=1b1e30cd42) ## Before you connect --- Before you get started, ensure you have the following: - [A Helcim account](https://hub.helcim.com/signup/register) - [A Xero account](https://www.xero.com/ca/signup/) ## Connecting Helcim to Xero --- 1. [Login](https://hsso.helcim.com/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](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/xero-connect-flow.png) ## 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.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/Log into Xero.png) **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.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/xero-setup-payment-method.png) **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.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/helcim-cad-clearing-account-xero.png) **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](/v1/docs/set-up-bank-deposits) 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](/v1/docs/connect-helcim-to-xero#faq) for further instructions. ![Screenshot: the payout account for the Xero Helcim integration.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/xero-integration-payout-account.png) **Step 5: Select the expense account for Helcim's processing fees** Select an account from your Xero [Chart of accounts](https://central.xero.com/s/article/Chart-of-accounts-in-Xero) to record Helcim's processing fees. ![Selecting an expense account for a Xero to Helcim integration.](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/xero-chart-of-accounts.png) **Step 6: Select which invoices Helcim will process payments for** Choose which Xero invoice [branding themes](https://central.xero.com/s/article/Add-edit-or-copy-invoice-quote-templates?userregion=true) 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](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/xero-select-branding-theme.png) **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](https://learn.helcim.com/docs/xero-auto-collect). ![Enable auto-collect while setting up the Xero to Helcim integration](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/xero-enable-auto-collect.png) ## 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. | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/chat.png) | **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: - [**Using the Helcim Xero Integration:**](https://learn.helcim.com/docs/xero-integration-payments) learn how to take a payment on a Xero invoice with Helcim, and how to reconcile your payouts. - [**Xero Auto-Collect:**](https://learn.helcim.com/docs/xero-auto-collect) learn how Auto-Collect can automatically process payments on your due Xero invoices through Helcim. For more in-depth information on managing your Xero account, check out [Xero's support resources](https://www.google.com/search?q=https://central.xero.com/s/topic/0TO1t0000009CBtGAE/invoices). --- ### 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](https://www.helcim.com/contact/).