Our Xero integration allows you to keep your Ravetree invoices in sync with your Xero account.
To setup up an integration with Xero go to the Amin page in Ravetree, click on the "Connections" tab on the left of the screen, then click on the switch next to the Xero logo:
Next, you will be asked to authenticate with your Xero account. After you have finished authenticating you can establish the mappings between Ravetree and Xero. NOTE: the last option called "Xero Account" is the account name in Xero to which payments are applied.
The fields on the left (under "Ravetree Line Item") represent the five different types of line items that can be added to Ravetree invoices.
After completing this step the integration is complete.
How the integration works
It's important to note that the integration requires that you create invoices from within Ravetree. These are then pushed over to your Xero account.
Anytime you create an invoice in Ravetree it will automatically be pushed over to your Xero account. The invoice number in Ravetree will be the same as the invoice number in Xero. When you receive payment for an invoice you can enter this information into Ravetree or Xero—it will be updated in both places. Likewise, if you update the status of an invoice (e.g., if you send the invoice or mark it as "Paid"), then this information will be updated in both Ravetree and Xero (regardless of where the update was made).
Adding, editing, or removing invoice line items from within Ravetree will automatically update the invoice in Xero.
If you have old invoices that were created before you enabled the integration with Xero then you can have them pushed over to Xero by opening the invoice and clicking on the "Sync to Xero" button:
When you first enable the Xero integration Ravetree will create contacts to match your customer database in Xero. If the contact to which you are sending an invoice does not already exist in your Xero account, then it will be created for you. If you have contacts in Ravetree that you want pushed over to Xero, then you can simply open the contact and click on the "Sync to Xero" button:
Any contacts that have already been synced with Xero will have a small Xero icon located to the left of the contact name