Integrated your system with Xero, QuickBooks Online, or Sage? To post an invoice for this organization, you’ll need to link it to a contact from your accounting solution.
Once linked, you’ll see a link to the customer in your accounting solution under Actions.
Automatically create new linked contacts
OnRent Events can automatically create linked Xero, QBO, or Sage customers when you create organizations. Enable this in your integration settings.
Link an organization to an existing contact
If you’re creating an organization in OnRent Events and there’s already a contact in your accounting solution, when creating the organization, enter the name of the contact in Xero, QBO, or Sage in the Linked contact field.
After you type the first three letters, the system will auto-suggest from contacts in your accounting solution.
⚠️️ If you have the “update a linked contact when editing an organization” option turned on in your accounting integration settings and you link a contact here, any information in your accounting solution will be replaced with information from this page in OnRent Events.
Import or export organizations en masse
On the settings screen for your accounting solution in System Setup > Integrations, you may import or export organizations en masse. Check out the relevant guide below:
Advanced: import links using CSV
You can also link organizations by exporting a list of your organizations in the system.
For Xero, add a “Linked Xero contact” column and enter the Contact ID from Xero (e.g. B5B40C60-F4A4-4D32-B3F4-8CD54787DAED).
For QBO, add a “Linked QuickBooks customer” column and enter the Name ID from QBO (e.g. 58).
For Sage, add a “Linked Sage contact” column and enter the ID from QuickBooks. This ID isn’t found in the user interface but can be accessed via the Sage API. To find out more about the Sage API, visit their website.