First, you must set up the connection and authorise Smartpad Pro to connect to your XERO account. This is an easy process and normally only needs to be done once. Once connection is completed, you will be redirected back to the dashboard to setup the required fields to successfully sync data to your XERO.
How does it work?
Here's a handy Data Flow Diagram that consolidates all the commands used and whole preview functions.
First, you must set up the connection and authorise Smartpad Pro to connect to your XERO account. This is an easy process and normally only needs to be done once. Once connection is completed, you will be redirected back to the dashboard to setup the required fields to successfully sync data to your XERO.
Below are the screenshots for reference.
Connect to XERO
Setup required fields
Order syncing to XERO Invoice
Order Payment syncing to XERO Invoice Payment
Watch our video tutorial on how Xero works with Smartpad Pro
Sync Information & Troubleshooting
- Only quotes converted to orders after the connection is made will be synced to Xero.
- Before you set up the sync, please ensure that Smartpad Pro and Xero are reconciled to match.
- The connection with Xero will only sync your invoices and payments from Smartpad Pro to Xero automatically if they are processed in Smartpad Pro.
- Once an invoice has been created in Xero, Smartpad Pro will automatically attach a pdf copy of the order to the invoice in Xero.
- When an order is revised in Smartpad Pro, the invoice will automatically be revised in Xero.
- The invoice number and reference number used in Xero will be the order number from Smartpad Pro.
- Once you have completed the connection to your Xero account make sure you return to this screen to complete the set up process.
Troubleshooting Failed Syncing
- All payments made on orders not synced to Xero will not sync to Xero.
- All transactions that can't be automatically synced will be noted on the Dashboard & Reports Home page under the section Invoice/Payments Sync Fail.
Removing the connection to Xero
This permanently removes the connection between your Xero Account to the Smartpad Pro Dashboard. After disconnecting, every time you convert a quote, add a payment or do any action in Smartpad Pro Orders, syncing to your XERO Account will no longer be performed.
