You must connect Donorfy to Xero before configuring Defaults and Mappings.
📌Note: The Accounts Interface Codes set on Products, Funds, and other entities are not used by the Xero integration. They apply only to the Accounts Download feature for other accounting systems.
Open Xero Settings
To access Defaults and Mappings:
Go to Settings, then click Configuration.
Open Xero Settings.
From here, you can configure Defaults, Bank Accounts, and detailed Xero mappings.
Configure Default Mappings
Default mappings act as a fallback when no specific mapping exists.
Open the Default Mappings tab.
Select values from the dropdown lists, which are populated from your connected Xero account.
Many default settings are optional.
📌Note: If you select an Inventory Item, you must ensure that a unit price is defined for that item in Xero.
Exclude Payment Methods
You can prevent certain transactions from ever being sent to Xero.
In Excluded Payment Methods, select the payment methods to exclude.
Common examples include:
Pledges, where no bank transaction exists.
Grants that may already be invoiced in Xero.
This prevents duplicate or inappropriate entries in Xero.
Set the Integration Start Date
The Integration Start Date controls which transactions can be sent to Xero.
Enter the Integration Start Date.
Transactions dated before this date will not be eligible for export, which helps prevent historical data being sent unintentionally.
Map Bank Accounts
If you use multiple bank accounts in Xero, you must map them correctly.
Open the Bank Accounts tab.
Click the plus button to add a new mapping.
Select the Donorfy bank account and the corresponding Xero bank account.
Any bank accounts that do not match the default currency in Donorfy are clearly flagged.
Configure Xero Account Mappings
This is where you define specific relationships between Donorfy entities and Xero entities.
Open the Xero Account Mappings tab.
Click the plus button to add a mapping.
Select a Donorfy entity, such as:
Campaign.
Product.
Fund.
Department.
Payment Method.
Constituent Type.
Area.
Region.
Select the corresponding Xero entity, such as:
Revenue Account.
Tracking Code 1.
Tracking Code 2.
Tax Rate.
You can create as many mappings as required.
Where multiple conflicting mappings exist, the most recently added mapping takes priority.
⚠️Important:
The Xero integration is a Professional-only feature. Essential subscribers, please contact us to find out more about upgrading.
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