Integrate Xero with PSA software to streamline your billing and customer management.
Table of Contents
- Flow Chart of Data
- Getting Started
– Enabling the module
– Xero tenants
– Connecting to Xero
– How do I disconnect from Xero?
– Is the Xero Integration two-way syncing?
– Do you send invoices directly through Xero itself?
Flow Chart of Data
Enabling the Module
To enable the Xero integration, go to Configuration > Integrations > Billing, and enable the module using the plus icon in the top right hand corner of the menu icon. Once the module has been enabled, click the menu icon to begin configuring it.
Halo allows you to connect to multiple Xero tenants. Once connected to a tenant, you will be able to configure tax rates, customers, items and suppliers. You will also be able to sync any changes to customers, items, suppliers, invoices and purchase orders from Halo to Xero.
Before configuring any of the general settings for this integration, you must first connect to at least one Xero tenant. Click the Xero tenants button to start this process.
Connecting to Xero
Start by creating a new Xero connection. First you must specify a sensible name for the connection. It is recommended that you use your company name that you will be connecting to, as this name will be displayed throughout the Halo application in different places.
Once a sensible name has been chosen, click the Connect Now button to begin the authorization process with Xero. You will be redirected to the Xero login screen to log in to Xero. Once logged in, you will be asked to choose which tenant you would like to connect to. Once you have confirmed a tenant, you will be redirected back to the Xero connection you started setting up in Halo. Providing there were no issues with your authentication, extra options will now be available on the setup screen.
IMPORTANT: Once connected, remember to save the connection in Halo. If you complete the connection process without saving the connection, then the connection will remain in an disconnected state.
How do I disconnect from Xero?
Should you wish to disconnect from a Xero tenant at any time, you can either use the Disconnect from Xero button that is now available, or you can delete the connection.
Do you send invoices directly through Xero itself?
Yes, You can leverage your existing Xero invoice templates and simply have Halo populate the figures within these are part of the HaloPSA billing run. We pass the numbers generated across API and populate Xero invoices in draft form for you to review and send.
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