Round allows you to connect your Xero to automatically sync transactions in your Money Market Accounts and Savings accounts to Xero. In order to do this, follow these steps:
Login to your Round dashboard and go to ‘Integrations’
Click ‘View’ under Xero
Here you will see if you are already connected
You will see the products at Round you have access to. To enable a sync with Xero for each, click ‘Enable’
This will take you to Xero which will ask for your consent to add Round Money Market Account or Savings (depending which you select) as a Bank to your Xero feed
Once consent is given, this takes you back to Round and you will see a Success message in the bottom right. Xero is marked as ‘Active’ on your dashboard