Xero Integration with talech

This article guides you through integrating Xero with your talech account.

Account & Settings FAQ

These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.

This article guides you through integrating Xero with your talech account. We recommend consulting with your accounting professional to set up this integration.

This integration works with the Xero online version.

Important! If you are a merchant in the UK, refer to the article Xero Integration with HMRC with talech - UK for integration instructions.
This article applies to the following:
Register Type
Region
  • USA
  • CA
  • Europe
Tier
  • Mobile
  • Starter
  • Standard
  • Premium
Business type
  • Quickserve
  • Retail
  • Service

Set up 

  1. Go to talech.com > Integrations.
  2. Select Connect Now. 

 

Integrations page from talech.com

 

  1. Select Allow access to grant talech access to your Xero account.

 

Xero access request for talech.

 
  1. Review the integration overview before continuing to ensure a smooth integration. When ready, select Next.

Integration overview. 
  1. Depending on whether you are a single store or multi-store the next few steps have different options.
  • Single store: Choose whether the data from talech should be imported as Invoices or Manual Journal entries.
  • Multi store: Choose whether to a Simple or Advanced daily sync for your stores.
Note: Please consult with your accounting professional for the correct approach that fits your requirements. 


single store set up page 

Single store

multi store set up page 

Multi store
  1. Next, map the revenue from talech to Xero by using the existing Xero accounts or adding a new account via the dropdown menu for each item.

 

Payment mappings screen.

 

  • Single store: Map the fields from talech to their appropriate fields within your Xero account.
  • Multi store: Select an Advanced Option where necessary and then map the fields from talech to their appropriate fields within your Xero account.

When adding a new account, refer to the following mapping table to assign fields as shown. This will help the sync of data between talech and Xero to process successfully.

Revenue mapping table

talech
Account Name
Account Type
Net Revenue
Sales
Income
Service Charges
Service Charges
Income
Tax
Sales Tax
Other Current Liability
Gift Card Sales
Gift Card
Other Current Liability
Store Credit Issued
Store Credit
Other Current Liability
House Account Issued
House Account
Other Current Liability
Tips
Employee Tips
Other Current Liability

 

Add new account screen.

 

  1. When finished, select Next to continue.
Revenue mappings screen. 
 
  1. Next, map the payments from talech to Xero by using the existing Xero accounts or adding a new account via the dropdown menu for each item.
  • Single store: Map the fields from talech to their appropriate fields within your Xero account.
  • Multi store: Select an Advanced Option where necessary and then map the fields from talech to their appropriate fields within your Xero account.

When adding a new account, refer to the following mapping table to assign fields as shown. This will help the sync of data between talech and Xero to process successfully.

Payment mapping table

talech
Account Name
Account Type
Credit Card
Credit
Current Asset
Cash
Cash
Current Asset
Check
Check
Current Asset
Store Credit
Store Credit
Current Liability
Gift
Gift Card
Current Liability
Other
Other
Current Asset
Overpayment or underpayment
Customer Deposit
Current Liability

 

  1. When finished, select Next to continue.


set up screen for payments. 
  1. Confirm the configuration settings of the daily sync. By default, it uses the Daily Report Cutoff Time found on talech.com > Settings > Business Info > Daily Report Cutoff Time setting. To change the time, navigate to this setting and adjust the time for the repot cutoff once you’re done setting up the integration.
  2. Select the Next to continue.

Configuration screen. 
  1. Select a date range (up to 5 days) to perform your initial sync.
  2. Select Next. 

initial sync settings. 
  1. Wait for the sync to complete. Once completed, click Finish.

finish setup screen.   
  1. After the initial sync, your sales and payment data will continue to automatically sync each day. To review the status of the connection and to diagnose any issues, select View error Logs from the Xero landing page. 

xero landing page. 


If you need assistance, please Contact Us - talech Support Options.

Need more help?

  • talech training & device support (24/7): 1-888-995-1998
  • Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura

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