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.
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.
You must create or own an existing Xero account to set up the integration. 3S Money doesn’t provide you with a Xero account.
Yes - 3S Money doesn’t charge any setup costs or hidden fees for integrating your account with 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.
Transactions are synchronised approximately every 15 minutes, ensuring timely and accurate financial records.
To connect your 3S Money multi-currency accounts with Xero, you must hold an existing Xero Premium or Xero Ultimate subscription.
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.
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.