đ Requirements
Before you begin, make sure:
Your Xero account is connected to Buildern.
Your Xero integration is configured.
(Optional) Your Xero Tracking Category options are synced with Buildern projects if you want transactions to be assigned automatically.
How to Use âPull from Xeroâ via Accounting Integration Settings
You can import transactions directly from the Accounting Integration page.
Navigate to: Company Settings â Accounting Integration
Locate the âPull from Xeroâ
3. Use the Date From and Date To fields to define the period of transactions you want to import from Xero.
4. Enable the relevant toggles depending on what you want to import:
Pull Expenses - imports expense transactions
Pull Bills - imports bill transactions
Pull only Synced Projects -import only transactions whose line items are assigned to a synced Xero Tracking Category option that corresponds to a Buildern project.
âšď¸ Note - If this option is disabled, Buildern imports all Bills and Spend Money transactions that fall within the selected date range, regardless of project assignment.
5. Click Save to start pulling transactions from Xero.
You can also access the same functionality directly from the Bills interface:
All Items â Bills
Project â Bills
In each location, the Pull from Xero modal provides the same options and functionality, allowing you to select a date range, choose which transaction types to import, and optionally limit the import to synced projects.
Next Steps
Once the import is complete, Buildern automatically processes the imported transactions based on their project assignments.
Bills and expenses associated with a synced Customer/Job in Xero are automatically assigned to the corresponding Buildern project and retain their corresponding Xero status.
Transactions that are imported without a project assignment are assigned the Imported Needs Review status.
To review these transactions, navigate to Bills and use the Status filter to display items with the Imported Needs Review status.
âšď¸ Note - Since Xero Spend Money transactions are already considered paid when they are created, imported expenses are automatically marked as Paid in Buildern.
Need more help? Visit our Help Center or reach out to our support teamâwe're always happy to assist.
Happy building!