How do I connect my 3S Money account to Xero?

All 3S Money clients can connect their Client Portal to Xero and synchronise all incoming and outgoing transactions from their accounts. This integration will help to simplify your cross-border financial management, saving you time and money.

This article will help you understand how the integration works, how to set it up, and how to help you get the most out of Xero.

If you’re an existing Xero user, skip to ‘How do I connect my 3S Money account to Xero’ to get started.

What is Xero, and how does it integrate with 3S Money?

Xero is accounting software that assists businesses in managing their finances effectively. Our integration is an automatic connection that synchronises your transactions directly from your 3S Money portal to your Xero account.

Do I need to have my own Xero account?

You must create or own an existing Xero account to set up the integration. 3S Money doesn’t provide you with a Xero account.

Is it free to connect my 3S Money account to Xero?

Yes - 3S Money doesn’t charge any setup costs or hidden fees for integrating your account with Xero.

How do I connect my 3S Money account to Xero?

1. Log in to your 3S Money client portal by clicking here.

2. Navigate to the ‘Accounts’ tab.

3. Select the account you want to connect to and click the Xero icon.

4. You will then be redirected to the Xero portal. Follow the on-screen instructions to establish the connection.

How frequently will 3S Money transactions be synchronised to Xero?

Transactions are synchronised approximately every 15 minutes, ensuring timely and accurate financial records.

Can I connect multi-currency accounts to Xero?

To connect your 3S Money multi-currency accounts with Xero, you must hold an existing Xero Premium or Xero Ultimate subscription.

My transactions aren't importing to Xero. What should I do?

If your transactions are not importing, try the following steps:

1. Initiate a manual sync by logging onto your client portal and clicking the Xero button.

2. If the issue persists, please contact your dedicated Client Manager for assistance.

You can also speak to our support team by calling 0203 807 9645 or online via our contact page.

How do I disconnect my 3S Money account from Xero?

Disconnecting is simple. Log in to your Client Portal, open your connected account and click on the Xero logo. Then, follow the on-screen prompts to complete the disconnection.

Do you have any questions about our partnership with Xero, need assistance with the setup, or want to explore our API integrations further? Contact your Client Manager directly or message us via our contact form.

Download the 3S Money app

You can manage your accounts easily with our new mobile app for iOS and Android. Simply download the app and sign in to get started.

Last updated: 30/04/24

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© 3S Money Club Limited 2019-2024. All rights reserved. 3S Money and are trading names of 3S Money Club Limited. 3S Money Club Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for issuing of electronic money and the provision of payment services with FCA registration number 900918. 3S Money Club Limited is registered in England and Wales, Company Number 8574246, with its registered office address at 45 Folgate Street, London, E1 6GL, United Kingdom. 3S Money Club Limited is registered with The United Kingdom Information Commissioner's Office with ICO registration number ZA495485. 3S Money Club Limited (DIFC Branch) is regulated by the Dubai Financial Services Authority (DFSA) with DFSA reference number F007004, authorising it under Article 48 of the Regulatory Law 2004 to carry on the Financial Services comprised in Issuing Payment Instruments and Providing or Operating a Payment Account. 3S Money Club Limited (DIFC Branch) is registered in Dubai International Financial Centre, Licence Number CL5587, with its registered office address at Central Park Towers, office 20-54, DIFC, Dubai, UAE. 3S Money (Luxembourg) S.A. is authorised by the Commission de Surveillance du Secteur Financier (CSSF) under the law of 10 November 2009 on payment services for issuing, distribution and refund of electronic money with CSSF registration number W00000016. 3S Money (Luxembourg) S.A. is registered in Luxembourg, R.C.S number B245715, with its registered office address at 25C, Boulevard Royal, L- 2449, Luxembourg, Grand Duchy of Luxembourg