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Connect GoProposal with Xero

Integrating GoProposal with Xero allows you to create invoices automatically when clients accept proposals. You can customise invoice references, tax rates, branding themes, and enable auto-invoicing to reduce admin time.

Before you start

Enable Two-Factor Authentication (2FA) in your Xero account. You need to have this set up before connecting to Xero.

Note that this requirement applies to all GoProposal users' Sage logins, not Xero users' 2FA settings.

Step 1 - Connect GoProposal to Xero

Troubleshooting 2FA Issues

If you encounter issues enabling the Xero integration due to 2FA requirements, follow these steps to resolve them:

  1. Verify 2FA Status for All Users:

    • Ensure that every user in your GoProposal account has 2FA enabled on their Sage login.

    • If a user no longer requires access, consider removing them from the account.

  2. Remove Users Without 2FA:

    • If a user does not have 2FA enabled and cannot enable it, removing them from the account will allow you to proceed with the integration.

  3. Reconnect the Integration:

    • Once all users meet the 2FA requirement, navigate to the integration settings in GoProposal.

    • Follow the steps to reconnect Xero and complete the authorization process. By following these steps, you can resolve 2FA-related issues and ensure a seamless integration between GoProposal and Xero.

  1. In GoProposal, go to Settings and select Integrations.

  2. Find Xero and click Connect.

  3. Log in to your Xero account when prompted.

  4. After logging in, you’ll return to the Xero integration page in GoProposal.

Step 2 - Configure integration fields

Click Configure next to Xero to set up the following options:

  • Invoice references: Define references for monthly, annualised, and one-off invoices (for example, Proposal MAP4652)

  • Line item pricing: Choose whether to show:

    • A breakdown of individual line items

    • A total only

    • The same display as the proposal

  • Default account codes:

    • Set the default Xero account code for proposal revenue

    • Set the default code for alignment fee revenue

📌TIP: You can override these codes for individual line items in the Integrations tab.

  • Tax rates: Add or edit tax rates to pass through to Xero

  • Branding themes: Select which Xero branding theme to use for monthly, annualised, and one-off invoices

  • Invoice status: Choose whether you send invoices as Draft or Approved

  • Invoice date: Set the day of the month you want the system to create invoices

  • Invoice due date: Define how many days after the invoice date payment is due

Step three: Enable auto-invoicing (optional)

By default, the system sends invoices to Xero once; you can set them as recurring in Xero. To reduce admin, enable Auto-Invoicing so GoProposal sends invoices to Xero each month automatically.

After setup

  • When a client signs their engagement letter, Xero generates invoices automatically

  • If you have auto-invoicing enabled, you can manage recurring invoices from the All Repeating tab in GoProposal

See also

Integrating GoProposal with Xero

Set up Two-Factor Authentication (2FA)

Set up auto-invoicing with Xero

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