The Paytron/Xero integration

This is no ordinary integration. It's a magical one! But don't worry, the steps you need to take to enable the integration are super simple. The purpose of the documentation to follow is to provide you with transparency around the heavy lifting we do in the background.

If you're a Xero customer, your Paytron account can be linked to Xero to make sure every transaction you do in Paytron is accounted for in Xero, in real time.

Paytron allows you to submit your bills from within Xero to Paytron for payment or alternatively you can email your bills to Paytron, which will in turn push the bills to Xero to keep the accounting up to date and in line with the status of the payment.

Paytron is currency agnostic and allows you to make international payments as well as domestic payments with the same amount of ease.

Once payments have been made, Paytron will create a Paytron Global Account as a bank account in Xero. Paytron will check if a bank account for the respective currency already exists in Xero and create one automatically if none exists.

FX conversions and bill payments are booked to the respective bank accounts in Xero, in fully reconciled status, so there is no need for manual intervention.

The following video shows an example of how a payment is processed through Paytron, which has originated through a Xero bill upload.

HubSpot Video

 

The following video shows an example of how a payment is processed through Paytron, which has originated through a Xero bill upload.The following articles with go into greater detail on the magical integration between Paytron and Xero:

Getting started with the Xero integration

What magic happens in the background of the Xero integration?

How does the data in Paytron map to Xero?

What data sharing do you consent to?

How do I keep my data synced with Xero?

What data does Paytron have access to within Xero?

Does Paytron have segregation of duties?

What happens when I delete a payment in Paytron?

What happens if I void or amend a bill in Xero?

How do I get the bills that I want to pay in Xero?

Is Paytron only for foreign currency payments?

What Xero subscription do I need in order to integrate with Paytron?

Can I link multiple Paytron accounts to my Xero profile?

What happens with bills that I submit to Xero, which have already been paid?

What is the purpose of the Paytron FX account in Xero?

Is Paytron a bank?

How do I disconnect from Xero?

When will my Paytron payments appear in Xero?

How do I set Xero account codes for my payments?

Do I need to reconcile payments from Paytron?

Why has my Paytron bank account in Xero gone out of sync with my Business account in Paytron?

What's the difference between real time reconciliation and a bank feed?