Keep your accounting and production teams on the same page by automatically syncing invoices and payments between your Accelo and Xero accounts.
Using this guide, you can:
Imports current and historical customers from Xero into Accelo
Imports data for more accurate invoicing in Accelo, including:
Syncs new invoices which are created or edited in either Accelo or Xero between the two systems
Syncs those invoices' payments with Accelo
When an invoice is created in either system, Accelo will automatically check for the same contact in the opposite system. If a matching contact is found, then we'll list the new invoice under that contact. If no matching contact is found, we'll automatically create a new contact for you. With that invoice we'll also sync several key data points, which include:
Important things to note before integrating your accounts:
Connecting your Xero account will begin automatically syncing new invoices created either in Xero or Accelo between the two systems
Connecting your Xero account will not import any previous invoices to Accelo automatically. You will have the option to Import previous invoices.
Only an Accelo Administrator is able to connect to Xero
Only a Xero Administrator is able to authorize the integration within Xero
To connect your Accelo account to Xero:
Open the Integration page by clicking your User Profile Icon in the Navigation Bar and selecting Integrations.
Select Xero and click the Connect button.
If you're not already logged in to your Xero account, a window will pop up with a prompt to log in.
Confirm the Xero Organization that you'd like to integrate with and click the Authorize button.
Congratulations! You've successfully connected your Accelo and Xero accounts.
Now that you've connected your Xero and Accelo accounts, your accounting codes, customer, invoice and payment history can be imported from Xero!
Your import options include:
Import Account and Tax Codes from Xero:
Pull your existing ledger and tax codes from Xero into Accelo. This is a vital step to ensure your invoices sync accurately. Staff can then select from these ledger and tax codes when creating invoices in Accelo, which will ensure that your invoices are listed properly in Xero.
Import Companies from Xero:
Pull your existing company and supplier records from Xero into Accelo, creating new Company & Contact records for them.
The Company import includes the following details:
Now that you've connected your Accelo and Xero accounts, new invoices will begin to automatically sync between the two systems. You'll also have several options available to control what information is included in that sync:
Sync invoices created in Xero: Determines whether Accelo will automatically pull new invoices into Accelo which are created in Xero. This setting does not affect Accelo's push of new and updated invoices to Xero.
Default invoice status: Determines the status which will be applied to invoices which are pushed from Accelo to Xero.
1. AUTHORISED: The invoice will be marked as Approved/Authorized in Xero. Users can only edit invoices within Accelo.
2. DRAFT: Users can continue to edit invoices in Xero & Accelo, until that invoice has been Approved in Xero.
Edit your invoices in Accelo using the Edit Invoice button.
This button appears when viewing an invoice that has not yet been paid or approved in Xero
Note - once your invoice has been Paid or Approved in Xero, you will no longer be able to push changes from Accelo to Xero, as Xero locks the invoice to prevent further changes.
Using the Edit Invoice page you're able to edit the full range of invoice details, including:
Raised & Due Dates
Line Item Descriptions
Line Item Prices
Line Item Tax and Ledger Codes
Payments must be manually recorded in Xero.
Once an invoice has been synced to Xero, a Xero drop down button will appear in Accelo that allows you to view the invoice in Xero as well as Sync from Xero and Push to Xero.
When a payment has been recorded against an invoice in Xero, these details will be synced back into Accelo, including the payment amount, date recorded, reference field, and the user that recorded the payment.
Please note - Overpayments and Prepayments are not supported, so you will not see any credits being pulled back into Accelo.