Once you’ve set up your Xero integration, there’s four core functions you’ll want to explore:
- Link organizations to Xero contacts
- Import or export organizations
- Post invoices to Xero
- Record payments in Xero
Link organizations to Xero contacts
Head to People & Organizations and edit any organization. You’ll see a “Linked Xero contact field.” Start typing the name of a contact in Xero and Current will auto-suggest from matching results
If you have the “Create a linked Xero Contact when creating an Organization?” toggle set to YES in your integration screen, a new linked Xero contact will automatically be created when you create an organization in Current.
Check out our guide for more: Link an organization to a Xero contact or QuickBooks Online customer
Import or export organizations
At any point, you can import contacts from Xero to Current or export organizations from Current to Xero. This is especially useful if you have other departments that create customers in Xero and you wish to bring them into Current RMS, or if you have the “Create a linked Xero Contact when creating an Organization?” toggle turned off in your integration settings.
To import or export, go to System Setup > Integrations > Xero. Check out our guide for more: Import and export organizations from Xero
Post invoices to Xero
Provided your integration is set up correctly and all mappings are completed, posting an issued invoice is just one click.
From an issued invoice, hit Post Invoice under “Actions”.
That’s it! Current RMS will post the invoice to your accounts solution. If all goes well, you’ll see a green notification at the top-right.
For more information, see: Post an invoice or credit to Xero or QuickBooks Online
If there’s a problem, Current will let you know. We’ve got a troubleshooting guide that can help sort any problems, see:
Record payments in Xero
If you like, you can set up Current RMS so that you can record payments in Xero straight from an invoice page.
Once set up, hit Take Payment under Actions to get started. Pop in the details and post!