How to integrate Xero

Created by Igor Galic, Modified on Thu, 18 Aug 2022 at 12:23 PM by Igor Galic

TABLE OF CONTENTS




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


SourceTarget
Send AccountsAdd Accounts
Send ContactsAdd Contacts
Send Contact GroupsAdd Contact Groups
Send EmployeesAdd Employees
Send ItemsAdd Items
Send Purchase Orders
Add Purchase Orders
Send Tracking CategoriesAdd Tracking Categories
Send InvoicesAdd Invoices
Send QuotesAdd Quotes
Send PaymentsAdd 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.


Step 2. Enter Name and Description


Enter the Name of the Integration.

You can optionally also enter a description.

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.


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!


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