How do I enable the Xero integration?
Xero is a cloud-based accounting
software platform that enables you to track
your finances, manage invoices, and reconcile
accounts.
Within Teamwork.com, you can
integrate your projects with Xero and export
invoices to your Xero account.
To use Xero on your projects, you
will first need to enable the integration at
site level.
Click your profile avatar in the top right corner of your site and select Apps and
integrations from the pop-out
menu.
In the Integrations area, scroll to
the Xero section and click the Enable button.
How do I enable Xero for a project?
Once enabled, go to the Settings area
of your project and
select
the Integrations subsection.
Under Xero Invoicing, toggle on the
option in the upper right corner to enable the
integration.
You will be immediately redirected
to Xero's website to log in to the Xero
account you wish to associate with
Teamwork.com
and grant permission for the integration to
access your account.
The organization and base currency
(set in Xero) will then be linked to the
project.
Once your project has been connected
to Xero, you will be able to choose Xero Online as
an
export option for your invoices.
Frequently asked questions
Do I need to enable Xero for the site first?
Yes. Enable the integration at site level before turning it on for a project.
What is linked to the project?
The Xero organization and its base currency.
For more information, see: Exporting an Invoice to
Xero Online