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Integrate with Xero
Integrate with Xero

How to set up Xero integration.

Jack Choppin avatar
Written by Jack Choppin
Updated over a week ago

Integrating GoProposal with Xero takes just a few minutes.

Enable Two Factor Authentication

Before you can connect to Xero, you need to turn on Two Factor Authentication (2FA).

Once you've set up 2FA, continue with steps below.

Connect to Xero

  1. Click Settings.

  2. Click Integrations.

  3. Click the Xero tab.

  4. Click the toggle to turn on Xero integration.
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  5. You're then prompted to log in to Xero.
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  6. After you log in with your Xero details, you're redirected back to your Xero page within GoProposal to fill out Integration Fields

Make sure you fill out all of the fields on this page. See below for guidance on these fields.
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Integration Fields Explained

Monthly, Annualised and One-off Invoice References

Specify the reference for monthly, annualised and one-off invoices that are generated through GoProposal for your clients, for example.. Proposal MAP4652.

How To Show Line Item Pricing

Specify whether you would like to show a breakdown of individual line item costs on your invoices, a total, or match the fee display for the proposal itself.

Default Account Codes

Specify the default Xero account code you would like to track your proposal revenue against.


Specify the default Xero account code you would like to track alignment fee revenue against.

📌TIP: You can override the default codes within the integrations tab for individual line items, if you'd like to track certain services against different codes.

Tax

You can specify the tax you want to pass through Xero by setting up your tax rates within your pricing settings.
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Once you click the Pricing Settings link to scroll down to the Tax Rates section. Either add in a new tax rate or click Edit on the current tax rate. Here you can define your tax rates to pass through Xero.
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Branding Themes

Decide which of your Xero branding themes you'd like to use for your monthly, one-off and annualised invoices.


Status

Choose whether you would like invoices to remain in draft for you to approve or to go straight through to approved status.
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Invoice Date

Specify which day of the month invoices should be set to.
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Invoice Due Date

Dictate how many days of the month after the invoice date it should be due.
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Auto Invoicing

By default invoices are sent over to Xero once, meaning you will want to go into Xero to mark invoices as recurring.
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To reduce the amount of admin time your team need to spend managing invoices, enable Auto-Invoicing to allow GoProposal to send invoices over to Xero each month.

Find out more in our guide, Set up Auto-Invoicing from GoProposal to Xero.

Congratulations! You're all done.

When your client signs their engagement letter the invoices will be generated for you automatically in Xero.

If you have opted to use auto-invoicing, you will also be able to manage these from a separate invoices dashboard within All repeating.

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