The Xero integration will display Xero invoices associated with a lead, person, company, or opportunity in the ‘Related’ section of that record. This feature is currently in beta.
In this module, we'll tackle the following:
The Xero integration displays the Xero invoices associated with a lead, person, company, or opportunity in the ‘Related’ section of that record. This is what it will look like on each record:
For each invoice shown, the following details are displayed:
- Invoice Name/Number
- Due Date
- Total Due
- Balance Due
Clicking on the Invoice Name will open the full invoice in Xero.
The number of invoices displayed will correspond with the number you choose when setting up the integration. Below the initial number of invoices displayed, you can click to expand the list.
Invoices are displayed in order of created date.
Invoices show up on each record based on a unique identifier for that record type. For Lead and Person records, we pull in invoices associated with the email address on the record. For Company records, we pull in invoices associated with the email addresses of all people related to that company. For Opportunity records, we pull in invoices associated with the email addresses of all people related to the opportunity and for all people related to the opportunity’s related companies.
Follow the steps below to set it up:
- Sign into your Copper account, and click ‘Settings.’
- Choose the ‘Integrations’ link.
- Locate the Xero integration, and click ‘Connect.
- Follow the prompt to login to your Xero account using your email address and password:
- Click Connect to authorize Xero to securely share your data with Copper.
- On the landing page for the Xero integration, check a box next to each record type you’d like to display tickets on:
- Select the number of tickets displayed at a given time (you can always expand this list in the record):
- If you want to restrict who can see the ticket display via the Xero integration, you can do so in Teams and Visibility Permissions.