Xero

Xero is a cloud-based accounting software designed for small and medium-sized businesses. You can create billing contacts and draft invoices by installing Xero integration. 

In this article:
How to install the Xero integration
How to create an invoice with Xero
How to create a quote with Xero

How to install the Xero integration

1
Go to your User Profile / Initials (in the top right-hand corner) → Select  Apps and Integrations 
2
Click on Xero under Financial Apps.   
3
On the Xero page  → click  Install. 
4
Create a Xero account in Step 1 of the Configuration tab if you don't have one already.
5
Click Connect to Xero in Step 2.
6
Login to your Xero account and click Allow access to allow OnePageCRM to access Xero.
7
You've now successfully integrated Xero with OnePageCRM.

How to create a draft invoice with Xero

1
In OnePageCRM open a contact with a pending or won deal and click on the Xero button to create a draft invoice.
2
Create quote/invoice pop-up is displayed with pre-populated information. You can edit this information.
  • Organization name is shown by default in Contact name.
  • Billing address is populated with the contact’s address. 
  • Date defaults to Today's date.
  • Due date default to 30 days after the Invoice date. (Optional)
  • Description (Optional - it will be displayed in the ‘Description’ column on the invoice) defaults to the Deal Name.
  • Deal Items, any Items added to the Deal.
  • Reference, own reference number (Optional).
  • Amount defaults to Deal amount.
NOTES
  • If no organization is present, the First & Last names will be displayed in the Contact name field instead. 
  • When you create a draft invoice, if no matching contact is found in Xero, it will be automatically created.
  • You can populate the address field with a contact or organization address by selecting them from the drop-down list.
  • If the contact is found in Xero, the Billing address will be populated with the associated Billing address.
3

On the Create quote/invoice pop-up use the Quote/ Invoice toggle button to select the Invoice.

4

Click Send to Xero button to send the draft invoice to Xero.

5
The draft invoice has now been created in Xero. To access the draft invoice click on the View in Xero button or click on the Xero link under Activity Timeline.

How to create a quote with Xero

1
In OnePageCRM open a contact with a pending deal and click on the Xero button to create a quote.
2
Create quote/invoice pop-up is displayed with pre-populated information. You can edit this information.
  • Organization name is shown by default in Contact name.
  • Billing address is populated with the contact’s address. 
  • Issue Date defaults to Today's date.
  • Expiry date default to 30 days after the Invoice date. (Optional)
  • Description (Optional - it will be displayed in the ‘Description’ column on the invoice) defaults to the Deal Name.
  • Deal Items, any Items added to the Deal.
  • Reference, own reference number (Optional).
  • Amount defaults to Deal amount.
NOTES
  • If no organization is present, the First & Last names will be displayed in the Contact name field instead. 
  • When you create a quote, if no matching contact is found in Xero, it will be automatically created.
  • You can populate the address field with a contact or organization address by selecting them from the drop-down list.
  • If the contact is found in Xero, the Billing address will be populated with the associated Billing address.
3

On the Create quote/invoice pop-up use the Quote/ Invoice toggle button to select the Quote.

4

Click Send to Xero button to send the quote to Xero.

5
The quote has now been created in Xero. To access the quote click on the View in Xero button or click on the Xero link under Activity Timeline.
NOTES
  • In the Create an invoice in Xero pop-up, you can search for an existing billing contact in Xero to associate an invoice with that contact. Enter an existing Xero contact in the Contact name and select an option from the drop-down. If no matching contact is found, a new billing contact will be created in Xero.
  • When creating a new billing contact in Xero, OnePageCRM pushes the following contact details: First & Last name, Organization, Work phone & Address.
  • Xero integration can be installed and configured by the Account Owner or Administrator only.

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