Planning your Xero integration? This checklist helps Auxo Workshop customers and their accountants align on plan limits, chart of accounts, tax rates, and go-live timing—without giving accounting advice.
⚠️ Important: Auxo Workshop does not provide accounting advice. Please consult your accountant for any financial decisions.
🔍 Why involve the accountant early?
When Auxo Workshop connects to Xero, it creates entries such as invoices, bills from purchase orders, COGS journals, deposits, and customer‑payment clearing. Aligning on what will post and from when avoids surprises in the general ledger and keeps your first month smooth.
📝Note: Auxo Workshop does not provide accounting advice and does not create opening balances in Xero.
🚨 Confirm your Xero plan
⚠️ Important: Lower-tier Xero plans (e.g., Starter/Early) limit monthly invoices and bills. If you exceed these limits, Auxo Workshop can’t post new transactions—leading to sync failures and delays.
Check your current plan and expected transaction volume.
If you’re close to the limits, upgrade before go‑live.
See Plan limitations in Xero – Troubleshooting & Known Issues.
📅 Set your go‑live date
Confirm your go‑live date with Auxo Workshop Customer Success.
Treat this as the point from which Auxo Workshop will begin posting into Xero (once connected).
If any opening balances or adjustments are required in Xero based on your previous system, plan those before this date (between you, your accountant, and Xero).
🔗 What will post from Auxo Workshop to Xero
For a clear view of what’s created and when:
Xero Data Flow – how invoices, purchase orders → bills, COGS journals, deposits, and payment status move between systems.
Xero – Troubleshooting & Known Issues – common errors and resolutions (including plan limits and duplicate numbering).
ℹ️ Note: Auxo Workshop does not sync Xero inventory items/products. Integration operates at the GL level (e.g., Stock on Hand, Work in Progress, COGS).
📂 Review Chart of accounts
To complete mapping in Auxo Workshop, the required Xero accounts must exist in your Xero organisation. For the complete and current list of accounts and how they’re used, see the following article:
👉 Xero Setup – 2. Account Mapping
We recommend customers and accountants review this article together and ensure all required codes exist in Xero before completing mapping in Auxo Workshop.
🧾 Tax rates
Agree which tax/GST rates will be used in Auxo Workshop so matching rates are available in Xero (covered in the Xero Add‑On setup articles).
👥 Customer records at go‑live (how linking works)
Depending on your starting point:
Already using Xero for customer accounts?
You’ll typically import contacts from Xero into Auxo Workshop during setup.Starting fresh in Auxo Workshop?
You can create customers in Auxo Workshop from day one.Migrating from another system?
You can import customers into Auxo Workshop from the prior system.
In all cases, Auxo Workshop links customers to Xero when transactions are created for those customers (and at other times described in the Help Centre). No product‑level item sync is required.
🔌 When you later connect Xero (often post go‑live)
Many customers choose to connect Xero after go‑live. When you’re ready:
Complete Xero Setup - 1. Activate & Connect - then Xero Setup – 2. Account Mapping (using codes already confirmed with your accountant).