Overview
Xero is an accounting software that streamlines financial tasks for businesses and individuals. It offers tools for expense tracking, invoicing, bank reconciliation, and real-time reporting. With the Kajabi Payments integration, Xero creates a feed to automatically import your recent Kajabi Payment transactions so you can reconcile transactions regularly and know where your business stands.
Note: Xero is only available through Kajabi Payments. Learn more about onboarding to Kajabi Payments.
Imported data from Kajabi Payments
Kajabi Payments passes all of your payout information directly to Xero including a breakdown of the following information:
Fees
Payouts
Transaction Amount
Offer Internal Title
Offer ID
Customer email
Customer address information (address, state, zip, country)
Offer Quantity
Sales Tax Amount
Sales Tax Name
Sales Tax Rates
Order ID (for Cart transactions)
Integrate Xero with Kajabi Payments
To leverage the Xero integration, you must have a Xero account and have Kajabi Payments fully set up.
To integrate Xero with your connected Kajabi Payments account:
Open the Settings page from the Dashboard
Click Payment Setup
Click View app
Click Install app
Click Connect Xero
Sign up for a Xero account, or sign in to authenticate your Xero account
Click Complete setup
Sync historical payouts to Xero
When you connect Xero to Kajabi Payments, all new payouts will automatically be synced to your Xero account. To sync your previous payouts, follow these steps:
Open the Settings page from the Dashboard
Click Payment Setup
Select the … menu located next to the Xero integration and click on View app
Under Payouts, select the start date that you would like to gather all unsynced payouts from (to sync all of your previous Kajabi Payments payouts, we recommend selecting a date before you received your first Kajabi Payments payout)
Change the Migration status to Not synched. Click Apply
You should see the Sync button next to each of your previous payouts that have not been synced with Xero. Select Sync for each payout you would like to be synced to Xero
FAQs
Do I have to pay extra for Xero?
Xero and Kajabi are two separate software platforms used for different purposes. Your subscription to Xero is completely separate from your Kajabi subscription.
Is it possible to use a single Xero account for multiple Kajabi sites?
Yes. Xero seamlessly supports usage across all your Kajabi sites. Just ensure to integrate each site individually with your Xero account.
Resolve a missing Xero integration on the Payments Setting page
To connect your Xero account, your setup with Kajabi Payments must be complete. Learn more about onboarding to Kajabi Payments.
How often does Xero receive my transactional information?
Xero utilizes a 'bank feed' to process your transactional data. This means that any time a Kajabi Payments payout is completed, Xero will receive the payout information and data will be available on the platform. You can expect data to sync based on your payout schedule. Learn more about Kajabi Payments Payouts.