Overview

Redpoint HQ allows you to export data and import accounting information into Xero. To ensure a smooth integration, some initial setup is required to correctly map accounts and data fields between the two systems.

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

Access Journal Entry Report

1. Navigate to Insights from the main menu.
2. Click on Reports.
3. Select Custom Reports.
4. Go to the Accounting (by Payment Date) category.
5. Click on Journal Entry to open the report.ry - Xero JE IMPORT

Report Configuration

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

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

• @TAXRATE:
  Set this value to match the tax rate name used in Xero.

This field is required, even if you are not actively tracking tax rates in Xero.

• Tracking Sales by Location (if applicable):
  • Enable location tracking in the report.
  • Set "TrackingOption1 = 1"
  • Set @TrackingName1 to match the tracking category name used in Xero (such as "Location").
     

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 must match 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.