Overview

Redpoint HQ allows you to export data in a formatted csv to then import into Xero - there is no automated integration. To ensure your csv export is correctly set up for import, some initial setup is required to correctly map accounts and data fields between the two systems.

This is a Custom Report that must be installed by Redpoint HQ.
 

Report Configuration

1. Go to the Manage Custom Reports tab and click Edit.

2. In the SQL section, update the following settings:

• @TAXRATE (REQUIRED)
  Set this value to match a non-taxable (0%) tax rate name used in Xero.

The @TAXRATE field is required, however it is not used to track taxes in your Xero Journal Entries. Taxes are tracked as their own separate Journal Entry line.

• @TrackingOption1 / @TrackingOption2
  • Tracking Sales by Location (if applicable):
    • Enable location tracking in the report.
    • If you use Tracking Name 1 in Xero, set "@TrackingOption1 = 1"
      • Set @TrackingName1 to match the tracking category name used in Xero (such as "Location").
    • If you use Tracking Name 2 in Xero, set "@TrackingOption2 = 1"
      • Set @TrackingName2 to match the tracking category name used in Xero (such as "Location").
• @MERCHANT_PROCESSING_REV_ACCOUNT (REQUIRED)
  Set this value to match the revenue account you have in Xero to track merchant processing fees

The @MERCHANT_PROCESSING_REV_ACCOUNT field is required for all Stripe integrations

• Stripe Batch Cut-Off Times
  • The defaults of UTC and 0 are the most common, except for Asia-Pacific (APAC) countries.
  • If your Stripe account batches at times other than midnight your local time, you can have your JE reports group payments by JE batch times
    • @STRIPE_CUTOFF_UTC_OR_LOCAL is usually set for UTC, but can be set for LOCAL if batched using your local time (LOCAL is typically only Asia-Pacific (APAC) countries)
    • @CUTOFF_HOUR is usually set for 0, unless you are using LOCAL for Stripe batch times above
       

Revenue Account Names for Xero Integration

1. Navigate to Manage > Organization and Facility Settings > Revenue Accounts.
2. Find the Revenue Account you want to edit and click Edit.

3. In the Exported Mapping Name field, enter the Revenue Account number exactly as it appears in Xero.

   Xero uses account numbers for mapping, so the account number in Redpoint must match the number in Xero precisely.

   
    

Configure Payment Source Account Names

1. Navigate to Manage > Organization and Facility Settings > Payment Sources.
2. Edit each Payment Source.
3. In the Exported Mapping Name field, enter the revenue account number from Xero.

Xero uses numeric account codes. The mapping name must exactly match the corresponding account number in Xero.

Xero Configuration 

Set Up Xero Tax Rates

1. Go to Xero > Accounting > Advanced > Tax Rates.
2. Create or select the tax rate you'll use for journal entries (e.g., Tax Exempt).
3. The tax rate name must match the @TAXRATE value set in your Redpoint custom report.
    

Set Up Tracking Categories (for Location Tracking)

1. Go to Xero > Accounting > Advanced > Tracking Categories.
2. Add a Tracking Category Name (e.g., "Location") — this must match the @TrackingName1 value in the Redpoint report.
3. Add Tracking Category Options to match your Redpoint locations (e.g., “North”, “South”, etc.).
    

Using Your Report

Run the Report in Redpoint

1. Go to Insights > Reports > Custom Reports > ACCOUNTING (by Payment Date) > Journal Entry - Xero JE IMPORT.
2. Select the desired date range.
3. Click Run Report.
4. Export the report as a CSV file.
5. Open the file in Excel or Notepad.
6. Delete the first line of the CSV — this line is not formatted for Xero and must be removed before import.

Import Into Xero

1. In Xero, go to Accounting > Reports > Journal Report.
2. Click Go to Manual Journals.
3. Select Import.
4. Upload the modified CSV file.