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.

Please note:

  • You need an Xero account to connect it to OnePageCRM.
  • Only the Account Owner or Administrators can configure and manage the integration
In this article:
How to install the Xero integration
How to create a draft Invoice or Quote with Xero
Xero Widget

How to install the Xero integration

1
Go to your User/Profile icon (in the top right-hand corner) → select Apps and Integrations → under Financial Apps click on Xero → Install.

2
Under Configuration click on Connect to Xero → log into your Xero account and allow access to OnePageCRM.

Xero Configuration Page, click on Connect to Xero.

How to create a draft Invoice or Quote 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 or quote.

On a contact page, scroll down to a deal and click on the Xero button, to create an invoice or quote in Xero.

2
Create quote/invoice pop-up is displayed with pre-populated information. You can edit the following information:

Pre-populated information in Xero.

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 or 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 window select between a Quote or Invoice by using the toggle button → click on Send to Xero to send the draft invoice/quote to Xero.

Xero pop-up window to draft an invoice or quote by selecting the toggle at the top and click

4
This draft has now been created in Xero and can be accessed by clicking on View in Xero.

Sent to Xero pop-up window. Click on

Alternatively, click on the Xero URL link under the Contact Timeline.

In the Contact Timeline you can find the Xero invoice/quote URL link to Xero in the corresponding deal.

Notes:
  • In the Create an invoice/quote in Xero pop-up, you can search for an existing billing contact in Xero to associate an invoice/quote. Enter an existing Xero contact in the Contact name and select an option from the drop-down. A new billing contact will be created in Xero if no match is found.
  • When creating a new billing contact in Xero, OnePageCRM pushes the following contact details: First & Last name, Organization, Work Phone & Address.

Xero Widget

The Xero widget allows you to review information related to invoices/quotes of your Xero account. With just one click, you can easily access invoices and quotes associated with your organizations in Xero directly from your CRM account.

1
Open a contact → scroll down to the Xero widget above the Contact Timeline → click on it to expand.

Xero Widget above the Contact timeline.

2
Once expanded it will display:
  • Date - Date in which the invoice/quote was synced over to or created directly in Xero.
  • Description - Displays if it's an invoice or quote and the top Deal Item included in your Deal.
  • Number - Reference number for each invoice/quote.
  • Amount - Full deal amount.

    • Xero widget expanded.

    Notes:

    • The most recent 20 invoices and quotes are displayed at the contact level. You can click the Show More button to load 20 more.
    • We pull data to the Widget associated with the Organization Name, the Contact name (if the Organization name is not found), and the contact email address (if the Contact name is not found).
    • If multiple contacts exist in an organization, all invoices and quotes related to that organization will be displayed in the Xero widget for each contact.
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