Sync Pin Payments with Xero
Bookkeeping for Pin Payments made easy:
connect Pin Payments to Xero and transfer
transactions in real time.
connect Pin Payments to Xero and transfer
transactions in real time.
KEY features of Pin Payments
Pin Payments is a payments platform that accepts card payments from all over the world.Key features:
Pain points
Large amounts of time for data transfer from Pin Payments to Xero.
No possibility to select Pin Payments
as a bank account.
as a bank account.
Reconciliation issues.
the solution
By adding Pin Payments and Xero as BankFeeds integrations, you can import transaction details in real time. Once imported, they will be automatically recorded in the corresponding accounts, according to the bookkeeping rules you set.
How to synchronize the transactions from Pin Payments to Xero?
- You will first have to add Xero as an integration to your BankFeeds account. This will import your bookkeeping accounts.
- Next, you will have to set up Pin Payments integration in the Payment Processors tab and manually select the associated accounts and fees for sales, expenditures and taxes. Make sure to be logged into your Pin Payments account, as BankFeeds will redirect you there to confirm setup.
- Set up your accounting rules: select Xero accounts, types of transactions and tax rates. From now on, BankFeeds will automatically import your charges, refunds, fees, adjustments and payouts to the accounts you selected in real time.
| Pin Payments Account | Xero Account | |
|---|---|---|
| Date | Date | |
| Amount | Amount | |
| Currency | Currency | |
| Country | Country | |
| Description | Description | |
| Customer Name | Customer |