How to integrate Xero

Created by Maja Bradonjic, Modified on Mon, 6 Mar, 2023 at 1:34 PM by Ivana B

Description
Entities
Steps

Description

Xero is the most efficient way to manage your staff their payruns, timesheets and pensions. Employees can enter timesheets, request leave and submit expense claims from their web browser or from our market leading mobile app - reducing the time you spend on admin. Your payroll information is seamlessly updated into your accounts, eliminating the need for manual data entry and ensuring you've got a live view of cashflow.

Entities

Source	Target
Send Accounts	Add Accounts
Send Contacts	Add Contacts
Send Contact Groups	Add Contact Groups
Send Employees	Add Employees
Send Items	Add Items
Send Purchase Orders	Add Purchase Orders
Send Tracking Categories	Add Tracking Categories
Send Invoices	Add Invoices
Send Quotes	Add Quotes
Send Payments	Add Payments

Steps

Step 1. Creating a Task

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar. Selecting the Xero Integration

Step 2. Enter Name and Description

Enter the Name of the Integration.

You can optionally also enter a description. Naming the integration

Step 3. Adding Credentials

You will be prompted for the Log In.

Step 4. Logging in to Xero

Proceed to Login button, a new tab or window will pop up prompting to enter your login credentials. Inserting the Email address and password

Xero is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!