Working with Xero: Get Started and FAQs

Everything you need to know and do to manage the integration between Xero and Connectably

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13 articles in this collection
Written by Connectably Support

Xero: What Does The Connectably Integration With Xero Do? [Overview]

Getting started with managing the connections between Connectably and your Xero account
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Written by Connectably Support
Updated over a week ago

Xero: Contact Record Checks and Clean-Up [Getting Started]

Ensure your client contact records in Xero are complete with information and ready to be synced into Connectably.
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Written by Connectably Support
Updated over a week ago

Xero: Chart of Accounts Settings [Getting Started]

Set the relevant chart of account codes in Xero for subscription and recurring product sales and bank fee expenses.
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Written by Connectably Support
Updated over a week ago

Xero: Managing Your Products / Inventory in Xero [Getting Started]

Ensure you have products set up in Xero against the correct account codes to use Connectably order forms and quotes.
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Written by Connectably Support
Updated over a week ago

Xero: Invoice Settings [Getting Started]

Check your default invoice template in Xero to be sent with your invoices triggered by Connectably for one-off or subscription payments.
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Written by Connectably Support
Updated over a week ago

Xero: Link Connectably with your Xero on the first log in. [Getting Started]

How to connect to Xero and the authentication flow.
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Written by Connectably Support
Updated over a week ago

Xero: Configuring Xero Settings in Connectably [Getting Started]

How to configure the integration in Connectably Settings: "(5) Xero Settings"
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Written by Connectably Support
Updated over a week ago

Xero: Contact and Companies [Getting Started]

See what information updates in Xero when you make contact and company updates in Connectably.
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Written by Connectably Support
Updated over a week ago

Xero: Lead Source Tracking / Tracking Categories [Getting Started]

Tracking sales and profit in Xero by marketing activities tracked via Connectably
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Written by Connectably Support
Updated over a week ago

Xero: Order Forms [Getting Started]

See how and where Connectably pulls in contact and product information from Xero.
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Written by Connectably Support
Updated over a week ago

Xero: Setting Up Connectably Order Forms - Sales, Invoices and Payments [Getting Started]

Make sales using Connectably order forms, or via Stripe or GoCardless and see what happens in Xero.
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Written by Connectably Support
Updated over a week ago

Xero: How Do I Disconnect From Xero? [Xero FAQs]

Understand how you can disconnect your Xero account from Connectably.
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Written by Connectably Support
Updated over a week ago

Xero: 3rd party bank feed services and Xero [Xero FAQs]

Do I still need a 3rd party bank feed services like Silver Siphon or Directli to provide my Stripe and GoCardless bank fees into Xero?
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Written by Connectably Support
Updated over a week ago