Connect Xero

Export your transactions to Xero accounting software.

Connect Midday to Xero to export your categorized transactions to your accounting software.

#How it works

Once connected:

  1. Categorize transactions in Midday
  2. Export to Xero when you're ready
  3. Categories map to your Xero chart of accounts
  4. Your accountant sees clean, pre-categorized data

No more manual data entry or messy CSV imports.

#Connect Xero

  1. Go to Apps
  2. Find Xero
  3. Click Connect
  4. Sign in to your Xero account
  5. Authorize Midday to access your organization

#Category mapping

Midday categories map to Xero accounts:

  • Match each Midday category to the appropriate Xero account code
  • Mapping is configured once during setup
  • You can update mappings in settings

Work with your accountant to ensure the mappings match your chart of accounts.

#What gets exported

  • Transaction date
  • Amount
  • Description/merchant name
  • Category (mapped to Xero account)
  • Attached receipts (as files)

#Exporting transactions

Export your transactions when you're ready:

  1. Go to Apps
  2. Click Export on your Xero connection
  3. Select the date range to export
  4. Review and confirm

Exported transactions appear in Xero with your category mappings applied.

#Disconnect

To remove the connection:

  1. Go to Apps
  2. Click Disconnect on Xero

Previously exported data remains in Xero.

#Tips

  • Work with your accountant to set up correct category mappings
  • Review the first few exported transactions in Xero to verify accuracy
  • Keep receipts attached in Midday—they export with transactions
  • Export regularly (weekly or monthly) to keep Xero current