Xero - Frequently Asked Questions

How do I connect to Xero?

• Once logged in you can set up and configure integrations by clicking the Person icon in the left corner and selecting Settings

• Select Integrations heading in the navigation pane on the left hand side of the screen. 

• Click the Connect Xero Organisation button.
• You will need to login in to your Xero account and select which organisation you would like to connect.
• Once this is done Builda Price will remain linked with your Xero account until you decide to disconnect.

How do I disconnect from Xero?

From Builda Price:

• Once logged in click the Person icon in the left corner and selecting Settings

• Select Integrations heading in the navigation pane on the left hand side of the screen. 

• Click the Disconnect button.

From Xero:

• Login to https://www.xero.com/ .
• Open/enter the company you want to disconnect.
• Click the company name (top left), then "Settings" from the dropdown.
• On the settings page open "Connected Apps", find Builda Price in the list and click disconnect

This severs the link to Xero, which can of course be reconnected at any time using the process above.

How do I import a list of my Xero contacts?

• Under Configuration select Suppliers.
• Click the Sync with Xero Contacts button.

I have updated my Chart of Accounts in Xero so it has my preferred accounting codes. How do I pull this information into Builda Price?

• Once logged in click the Person icon in the left corner and selecting Company details
• Select Integrations heading in the navigation pane on the left hand side of the screen. 
• In the Xero Connection section
• Click the Update Xero Accounts button, this will only be able to happen if you have you Xero account connected.

When I hit "Send to Xero" in Bills, how do I know where in Xero those invoices are being sent?

• Once logged in click the Person icon in the left corner and selecting Company details
• Select Integrations heading in the navigation pane on the left hand side of the screen. 
• In the Xero Connection section
• Click on the drop-down bars to select your preferred status for Bills, Credit Notes and Time-sheets. This will determine which Bills tab in Xero these are sent to.

When exporting bills out of Xero it exports all of them at once. How do I just export the one I want?

• Use the Search function in Xero to isolate just the invoice(s) that you wish to export.
• Once the correct invoice(s) are displayed, click the Export button at the top of the page to generate the csv file for import into Builda Price.

How do I assign a default accounting code to a job?

• Go to Jobs under the Configuration Sidebar.
• Click on the job you want to add a default account code to
• Click the Edit Job Details button in the top right.
• Select your Xero Account from the dropdown list and select your preferred accounting code.
• Click save

What doesn't the integration do?

• Builda Price does not track the payment status of invoices/credit notes. You will need to do this within Xero itself.
• The integration will not alter your Chart of Accounts, these are read only in Builda Price.
• We do not read or send any data outside of what is necessary for the integration to work (invoices, contacts, accounts, company name).