If your business is using Xero for your accounting, you can click to connect Xero to IncoDocs to eliminate manual data re-entry!

Connecting your Xero account lets you autofill Invoices, Bills (Purchase Orders) and Estimates (Quotations) directly into IncoDocs templates, to use them for your export shipments.

On the left side panel, click 'Connect Apps' then click 'Connect to Xero'. You will have to sign in to your Xero account and authorize access to IncoDocs.

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Note: The Xero integration works best when you have first added all of your product codes into IncoDocs, so that all of the product details will auto-fill onto all IncoDocs templates. Read how to setup your product details in IncoDocs.

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When your Xero account is connected successfully, you can instantly click to Autofill your Xero Invoices, Purchase Orders and Quotes directly into IncoDocs in a few clicks!

While creating a new Invoice, click 'Autofill' select 'Xero', then select the invoice from your Xero account that you want to fill into IncoDocs.

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While creating a new Purchase Order, click 'Autofill' select 'Xero', then select the Purchase Order from your Xero account that you want to fill into IncoDocs.

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What does this integration do?

Connecting your Xero account lets you autofill Invoices, Bills (Purchase Orders) and Estimates (Quotations) directly into IncoDocs.

How do I disconnect from Xero?

Note - if you would like to disconnect your Xero account, in your account settings click 'Disconnect from Xero'

When and how does data sync occur? Is it manual, automatic, on login, in real-time.

Data sync will only occur when you go into IncoDocs and select 'Autofill' from 'Xero'.

Is there any extra cost for integrating with Xero?

No. The integration with Xero are included in all IncoDocs plans.

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