Integration Overview

If you have a Xero account, you can import FieldInsight invoices, quotes & purchase orders, and manage payment & expenditure. FieldInsight invoices are exported to Xero account keeping the current payment status from FieldInsight.

Setup

1)To setup FieldInsight-Xero integration click on the Menu icon to the top-right corner of FieldInsight page and select 'Integrations'.

Click  Enable button next to Xero


2)Login
to your Xero account in the pop-up window that opens


3)
Configure account & tax settings in FieldInsight-Xero connector. To export payment details to Xero, select the checkbox 'Enable export of payments' and specify the 'Payment account'.

'Invoice Reference field' has been provided in case you need to transfer any FieldInsight job, customer data to Xero. Put relevant FieldInsight Placeholders from Settings->Templates page in this field to ensure dynamic transfer of data.

Click Save button after taking care of required configuration.


4)
The system displays following message and the integration connector gets enabled.

The status of the connector on Settings->Add-ons page is Enabled.  Use Edit Settings button to change any setting in the connector.

What's Next?

Learn about Exporting Invoices to Xero.

Did this answer your question?