Difference between revisions of "Integrations/Xero"

Revision as of 13:22, 18 December 2015

Xero Integration

Emersion integrates seamlessly with the Xero Billing Platform found at www.xero.com.

Emersion and Xero features:

• Linking Emersion Accounts with Xero Contacts
• Synchronising invoices created in Emersion with Xero.
• Breaking down of ledger card lines within Emersion by ledger code
• Receiving payments and credit notes from Xero and reflecting them in Emersion
• Pushing payments received in Emersion to Xero

Configuration of Xero and Emersion

Before you can configure the Xero Emersion integration, you are required to have the feature enabled on your service provider account.

Please contact sales@emersion.com.au if you are interested in this feature.

You will know when the Xero integration is enabled when you have access to Admin > Xero

Watch the training video to:

• Learn how to connect to Xero from Emersion
• Set your default payment method to go to your nominated bank accounts in Xero
• Map Ledger codes against Xero accounts
• Associate Emersion 'accounts' with Xero 'contacts'

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Accounts Synchronisation

Customer accounts in Emersion need to be linked to contacts in Xero.