Xero Integration (BETA)

ProBiz.pngThe 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:

Understand the Xero Integration

Set Up the Xero Integration

FAQ

Watch as one of Copper's engineers walks you through a demo of the integration, and then read below for more detailed instructions. 

Understand the Xero Integration

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:

Xero-1.png

For each invoice shown, the following details are displayed:

  • Invoice Name/Number
  • Status
  • Issuer
  • Due Date
  • Total Due
  • Balance Due
    Xero-2.png

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.

This diagram illustrates how data flows between Xero and Copper: 
Xero_Copper_Data_Flow.jpg

Set up the Xero Integration

Follow the steps below to connect Copper and Xero:

  1. Sign into your Copper account, and click ‘Settings.’
  2. Choose the ‘Integrations’ link.
  3. Locate the Xero integration, and click ‘Connect.
  4. Follow the prompt to login to your Xero account using your email address and password:
    Xero-3.png

  5. Click Connect to authorize Xero to securely share your data with Copper.
  6. On the landing page for the Xero integration, check a box next to each record type you’d like to display tickets on:Xero-4.png
  7. Select the number of tickets displayed at a given time (you can always expand this list in the record):Xero-5.png
  8. If you want to restrict who can see the ticket display via the Xero integration, you can do so in Teams and Visibility Permissions.

 

FAQ

Can I create a Xero Invoice through Copper?

Unfortunately the integration only displays current Xero invoices related to your records, and does not allow creation of new invoices.

Who can enable this integration?

You must be a Copper admin to enable the integration.

Can I customize what information is shown about the invoice?

No, by default the integration will display:

  • Invoice Name/Number
  • Status
  • Issuer
  • Due Date
  • Total Due
  • Balance Due

 

Was this article helpful? 1 out of 2 found this helpful