Xero Integration

An overview of how Xero and Routable work together.

14 articles in this collection
Written by Omri Mor, Lesley Yarbrough, and Beatriz Fonseca

Getting started

Video: Connect Routable to Xero

A quick video tutorial for connecting your Xero account to Routable.

Written by Beatriz Fonseca
Updated over a week ago

Xero: Setting up your integration

A quick guide to connecting Xero to Routable

Written by Omri Mor
Updated over a week ago

How data is shared between Routable and Xero

A simple walk-through of what gets synced

Written by Omri Mor
Updated over a week ago

Syncing Xero and Routable

Xero: Advanced payment fields

How Routable's two-way sync works with advanced fields in Xero

Written by Lesley Yarbrough
Updated over a week ago

Xero: Syncing vendors and customers

A quick guide to syncing vendors / customers between Routable and Xero

Written by Omri Mor
Updated over a week ago

Xero: Syncing company bank accounts

A quick guide to syncing bank accounts between Routable and Xero

Written by Omri Mor
Updated over a week ago

Xero: Adding and syncing clearing accounts

Written by Omri Mor
Updated over a week ago

Xero Bills

Xero: How to pay a bill

A quick guide to help you send a bill when you are connected to Xero

Written by Omri Mor
Updated over a week ago

Video: Pay existing bills within Xero

A quick video tutorial for sending payments for bills from your Xero account within Routable.

Written by Beatriz Fonseca
Updated over a week ago

Xero: How to pay an existing bill

A quick guide to help you send a bill that was created on Xero and is "Awaiting Payment"

Written by Omri Mor
Updated over a week ago

Xero Invoices

Xero: How to send an invoice

A quick guide to help you send an invoice when you are connected to Xero

Written by Omri Mor
Updated over a week ago

Xero: How to send an existing invoice

A quick guide to help you send an invoice awaiting payment was created on Xero

Written by Omri Mor
Updated over a week ago

Xero FAQs

Xero: Why don't I see all of my existing payables and invoices?

Why do I need to add missing company info when selecting bills or invoices?

Written by Omri Mor
Updated over a week ago

How to disconnect my Xero account

A quick guide for removing the Routable and Xero sync.

Written by Omri Mor
Updated over a week ago