Home → Integrations → Xero → Setup - Chart of Accounts
5.5. Setup - Chart of Accounts
As part of your onboarding to Xero, you will be asked to export your current Chart of Accounts list in Xero.
This exercise is to allow you to match up line items in RubiCRM (Bookings, Sale Pipelines and Export Docs) to the correct code in Xero, the codes must be entered into RubiCRM as Nominal Codes so they can be assigned to your Events, Sales Services and Export Doc Types.
Exporting your Xero Chart of Accounts will be provided in a CSV file which can be provided as part of your setup form.
Follow our video below on exporting your Chart of Accounts in Xero.
The Xero Chart of Accounts codes that you would like to use in RubiCRM must be added as System List options to the Accounts Nominal Codes System List.
For guidance on System Lists please click here.
Nominal Codes should be entered in the following format:
{Code} - {Name of code}
For example: 100 - Membership