Setup your Xero Integration

Introduction

This will cover:

• Connecting your Xero account
• Importing your Xero Account codes
• Syncing your Suppliers from Xero
• Creating new suppliers
• Updating and Deleting Suppliers

Once set up, invoices can be sent directly to Xero with the click of a button and require no further mapping within Xero. The diagram below depicts the data flow between Builda Price and Xero.

Once you have your integration complete, Xero simply becomes where you approve the invoices for actual payment. All job tracking is done within the Builda Price job Tracking module, greatly simplifying the process of tracking your costs.

Connect your Xero Account to Builda Price

• Once logged in you can set up and configure integrations by clicking 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 Integration section click the Connect Xero Organization
  • You will be asked to login to Xero (if not already logged in) 
  • Pick which Xero organization to connect to (if you have access to more than one)

• Once connected click the Update Accounts button - this will bring through your Xero Account codes.
  • These codes will be added to your jobs when you create them
  • These account codes will be reflected once you allocate bills to the jobs and subheadings 

Sync your Xero Contacts

Once your Xero connection is setup, you can import your suppliers (Job Tracking only).

• Under the People heading select Suppliers 

• Click the Sync with Xero Contacts
  • These contacts can be used when adding bills to Job Tracking 

New Suppliers 

If you have a new supplier you can add them into Builda Price and have them also created into Xero. 

• Under the People heading select Suppliers 

• Click the + Add new Supplier button

• Populate your suppliers details and click Create
  • If you have checked the box to Also create in Xero this will send this new contact through to Xero

Updating or deleting suppliers

• Under the People heading select Suppliers 

• Using the search bar, look up the supplier you want to make changes to

• Once you have found the supplier, click on their name
  
  • You can Delete
  • Update any information from Xero if details have changed
  • Or click the edit contact in Xero, then clicking the Update from Xero button once the editing has been completed. 

What's next?

Click here to learn about setting up which Xero accounts your invoices get allocated to.