Use our Xero integration to post invoices straight from ERP Go to Xero and keep your accounts up-to-date between the systems.
We’ve broken down the setup into eight steps. Depending on how your business works, you might not need to complete all of these steps:
Authorise
Xero contact import or export
Integration settings
Revenue group mappings
Tax rate mappings
Activate Integration
Before you begin
You’ll need a Xero account to use our Xero integration. Sign up on the Xero website.
Get started
Head to System Setup > Integrations > Xero to start the configuration.
Authorise
Hit the Connect to Xero button to authorise the connection between ERP Go and your Xero account.
A window will open prompting you to login to Xero if not already signed in, then use your credentials to log into Xero.
Xero contact import or export
Use the import contacts or export accounts buttons to bring contacts in from Xero or export accounts to Xero.
If you’re an existing Xero user and new to ERP Go, import your contacts from Xero to create corresponding linked accounts in ERP Go.
If you’re an existing ERP Go user and new to Xero, export your accounts from ERP Go to Xero to create corresponding linked contacts in Xero.
If you’ve used both ERP Go and Xero in parallel for a while but haven’t integrated the two: import from Xero to create to create accounts in ERP Go and export from ERP Go to create contacts in Xero.
Integration Settings
Create a linked Xero contact when creating an Account?
Set to YES to automatically create a new contact in Xero. This account is linked to the contact in Xero, so invoices posted are associated with this contact in Xero.
Update a linked Xero contact when editing an Account?
Set to YES to keep linked contacts in Xero up-to-date with information in Xero. When you edit an account in ERP Go that’s linked to a Xero contact, ERP Go will update contact information in Xero too.
Default Invoice Status
You can select what status your invoice inherits when posting into Xero.
Draft - This means it is sent as a draft to Xero
Submitted - This means it is sent to awaiting approval in Xero
Authorised - This means it is sent to awaiting payment in Xero
Use the drop down menu to select which default status to post to Xero.
Revenue group mappings
As mentioned above, products, services and additional charges in ERP Go are assigned a revenue group for rental and sale. In this section, you map revenue groups in ERP Go to Xero chart of accounts.
You’ll see a list of your revenue groups on the left and a list of Xero chart of accounts on the right. Map each revenue group here.
Tax rate mappings
In this section, make links between tax rates in ERP Go and Xero.
These mappings are used when posting an invoice to Xero in order to set the Xero invoice line item’s tax rate based on the ERP Go invoice item’s tax rate.
You’ll see a list of your ERP Go tax rates on the left and a list of Xero tax rates on the right. Map each tax rate here.
Multiple tax components
A tax rate in Xero can consist of multiple tax rates (rate percentages) to cater for regions where both state and city tax is applicable. Within ERP Go the state and city tax rate percentages are created as separate tax rates and combined using a tax rule.
With such a tax configuration, link both ERP Go tax rates to the same Xero tax rate.
Activate Integration
Review all of your settings, then when you’re happy press the 'Active' slider at the top to YES.
When the slider is set to Yes, the Xero options become visible in ERP Go system, e.g. you’ll now see a linked Xero contact in your ERP Go Accounts.
Get help
If you need anything, use the blue help bubble at the bottom-right to start a conversation with us