Use our Xero integration to post invoices straight from OnRent Events to Xero and keep your organization up-to-date between the systems.

What is Xero?

Xero is easy-to-use online accounting software that’s designed specifically for small businesses.

It’s all online, so you can work when and where you want to. Just log in with your PC, Mac, or mobile.
Your bank statements are automatically imported and categorized, letting you see your cash flow in real-time.
Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting, and much more.

Find out more or try Xero Accounting Software for free.

How does the integration work?

There are four key parts to our integration with Xero:

Create links between organizations in the system and contacts in Xero When you create an organization in the system, a new linked contact is automatically created in Xero. And when you update an organization in the sytem, the contact in Xero is kept up-to-date!
Import and export organizations Use our import and export tools to import Xero contacts to OnRent Events or export OnRent Events organizations to Xero.
Post invoices and credits straight to Xero Once integrated, there’s a new post invoice option on the invoice screen to post an invoice directly to Xero.
Log payments in OnRent Events posted to Xero Use the take payment action in the system to log payments received against posted invoices in Xero.

Step-by-Step Guide for Synchronizing Contacts

Adding a New Customer or Organization from Xero into Current RMS

In Current RMS, create the organization.
Type the customer’s name into the customer field.
The matching customer from Xero will appear as a selectable option. Select it to link the two.

Enabling Automatic Customer Creation in Xero

If you prefer to create customers first in Current RMS, enable the Integration Settings. This setting ensures that a corresponding customer is automatically created in Xero whenever you add one in Current RMS.

Tips and Best Practices

Keep Data Consistent: Regularly update organization details in Current RMS to ensure that the linked Xero contacts remain accurate and up-to-date.
Use Import/Export Tools Wisely: Leverage the import and export functionalities to maintain consistency between the two platforms, especially when onboarding new customers or migrating data.
Enable Automation: Utilize the automatic customer creation feature to save time and reduce manual data entry.

Do I need the integration with Xero?

You don’t need to use Xero to use OnRent Events.

The system comes with some accounting functionality built in: create invoices and credits – including part invoices – and log payments against them. For some businesses, this might be all you need.

If you’re looking for advanced functionality such as bank reconciliation, customer account statements, expense tracking, or payroll, then you should consider an accounts package like Xero.

Xero or QuickBooks Online?

We also provide an integration with QuickBooks Online, another cloud-based accounts solution. Interested in the differences between the integrations? Check out: Differences between the Xero and QuickBooks Online integrations

Next steps

Your rental management solution and your accounts package are two of the most critical parts of your rental business, so it’s important to get the integration right.

To get started, see our guide: Set up the Xero integration