How do I set up Xero on PayFast?

Step 1: Enable Xero

1. Log in to your PayFast account and navigate to the settings page.
2. Click on ‘Enable’ next to ‘Xero Integration’.
3. You will be redirected to Xero 
4. Click Allow Access.

Step 2: Map your accounts

You need to Map the PayFast account to Xero and your bank account.

1. Click the edit button next to Xero integration.
2. You can either select existing accounts in Xero or create new accounts in Xero.

Existing account details in Xero:

1. If you have already added the accounts in Xero the drop-down options will be populated by Xero, these are the accounts that transactions get mapped to in Xero.

Create new Account details in Xero

1. Click "new PayFast Bank account" (This is the account in Xero that all PayFast transactions get mapped to.)
   • Enter the name you would like to use for this account and an account code that is not listed already on your Xero Chart of accounts (eg: 609 )
2. Click "New Business Bank account"(The bank account that PayFast generates payouts to. The Xero system is updated when a payout is made, automating the bookkeeping process.)
   • Enter the name you would like to use for this account, an account code that is not listed already on your Xero Chart of accounts (eg: 611) and the bank account number that you use on PayFast.
3. PayFast fees account – PayFast fees charged on each transaction get mapped to this account. (this is default set to Bank fees (404)
4. Click Update.