Step 1: Connect Reap Account to Xero

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Step 2: Map Reap Card expenses and Xero category

Please complete this step if you wish to sync your transactions to Xero. Setting up transaction mapping rules will save you time when syncing your transactions to Xero.

Related article: How to map Reap Card expenses to Xero | Reap Help Center

Step 3: Set up ‘Groups’ in Reap and match them with the spend category in Xero

Please complete this step if you wish to sync all transactions as reconciled transactions in Xero. Reap’s Groups feature organises your team members into ‘Groups’ (e.g. by department or location), which can correspond to your Xero tracking categories.

If you have already set up ‘Groups’ in Reap, you may skip this step.

Related article:
What is a Group and how to make updates? | Reap Help Center

Set up tracking categories in Xero

Step 4: Review and Sync Reap transactions to Xero

There are two ways to sync all your Reap transactions to Xero. You can pick the option that best suits your accounting practice. To provide more flexibility for you and your team, you may use different methods for individual line items.

Related article:

How to map Reap Card expenses to Xero | Reap Help Center

Option 1: Sync as reconciled

(shown in the ‘Account Transactions’ section under the ‘Accounting’ tab in Xero)

  • Directly sync to the ‘Account Transaction’ section as a ‘reconciled’ transition with details like Xero.

  • Reap’s ‘Groups’ is equivalent to the spend category in Xero.

  • Mapping categories allows transactions to automatically select the correct chart of accounts and reconcile without redundant work, saving hours on your month-end close.

Related article: How to sync Reap Card transactions to Xero | Reap Help Center

Option 2: Sync as a bank statement

(shown in the ‘Bank Statements and Reconcile’ section under the ‘Accounting’ tab in Xero)

  • Pull all transactions into the ‘Bank Statement’ tab as ‘unreconciled’ for you to process further in Xero

  • You can do the reconciliation process in Xero

Related article:

How do I reconcile data synced to Xero? | Reap Help Center

💡 You can bulk-select the transactions and sync all transactions in one go

💡 Syncing transactions manually will give you more flexibility in choosing which sync methods to use

Related article: When and how does data sync occur? | Reap Help Center


Related Article:

Xero Integration FAQ | Reap Help Center

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