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Connecting Swim to your Xero organisation
This guide is intended to help guide users in integrating their Swim domain with the Xero accounting platform. Before getting started with this...
Mapping Swim's GL accounts to Xero
Before continuing with the setup, it's important to understand how Swim communicates to Xero and what data is pushed to Xero from Swim. Built into...
Mapping Swim’s Tax Rates to Xero
Mapping the tax setups you have created in Swim to Xero follows a very similar process to mapping the GL accounts. 1. Next, to the listed unmapped...
Syncing accounts with Xero
We now have all of our accounts and tax rates completely mapped in Xero. This means our integration is almost complete. 1. Check that Swim shows...
Pushing Swim transactions to Xero
Swim only pushes transactions to Xero that have been Posted. In other words, Xero will only receive transactions after a Post End of Day has been...