Xero Getting Started
From the Integrations screen, click the connect button to login to Xero and select the business you want to connect to.If successful, the Xero integration will show that it's connected in Orderwerks.
Products
Configuration
You have to specify the default price group for Xero products by clicking the edit button on the Catalog row and selecting the Xero Price Group from the drop down.Pull Products
Easily pull in products from Xero by going into the Catalogs screen and selecting the Pull Items button after selecting the Catalog to pull the items into.Customers
Pull Customers
Navigate to your customer account section and click on Pull Contacts under the Xero action bar.Invoices
Creating Invoices
From within an Order, you will see the Xero action items, specifically, a button that says Create Invoice. Clicking the button will allow you confirm the due date of the invoice.Upon the invoice creating successfully, you will then be able to do the following: View Invoice, Void Invoice or Delete Invoice