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Connect Xero With Eworks Manager


Support FAQs to integrate and setup Xero

1What does this integration do?
  • Sync Chart of Accounts with Xero
  • Sync Tax Rates with Xero
  • Sync Products with Xero (Brings products from Xero to EWM if not already in EWM)
  • Send Product(s) – “Sync with Xero” buttons send selected products to Xero
  • Sync Customers with Xero (Brings customers from Xero to EWM if not already in EWM)
  • Send Customer(s) – “Sync with Xero” buttons send selected customers to Xero.
  • Sync Suppliers with Xero (Brings suppliers from Xero to EWM if not already in EWM)
  • Send Supplier(s) – “Sync with Xero” buttons send selected suppliers to Xero.
  • Sync Invoices with Xero (Only brings invoice payments when an invoice is already posted to Xero, also changes invoice status to paid if it marked as paid on Xero)
  • Send Invoice(s) – “Sync with Xero” buttons send selected invoices to Xero; Credit note will be automatically sent if it is allocated to the invoice.
  • Remove Payment on Xero if removed on EWM
  • Sync Purchase Order(s) – We don’t sync anything back for Purchase Order(s)
  • Send Purchase Order(s) – “Sync with Xero” buttons send selected purchase orders to Xero
  • Sync Credit Note(s) – We don’t sync anything back for Credit Note(s)
  • Send Credit Note(s) – “Sync with Xero” buttons send selected credit notes to Xero
2Set up Xero
To set up Xero the integration, go into Tools >> Settings >> Invoice on the Eworks system and then select the invoice method as Xero and then save.
To set up Xero the integration
3Fix duplicate product codes
You may receive a message telling you to fix your duplicate product codes when trying to change your invoice method as you need to have unique product codes for each item in your Eworks account. If so, please go to your items page and click the “Fix duplicate product codes” button to assign a product code to your products, or you can manually do this.
Fix duplicate product codes
Fix duplicate product codes
Fix duplicate product codes
Fix duplicate product codes
4Connect your Xero account
Once this is saved, you will see a Xero tab appear within the settings section. Click onto the Xero tab in your settings in Eworks and this will ask you to connect your Xero account. Click the connect button and log into your Xero account.
Connect your Xero account
5Log in to integrate
This will the take you to Xero, ask you to select which account you would like to integrate if you have multiple and then confirm the Eworks integration. Once done this should take you back to Eworks.
Log in to integrate
6Sync accounts and tax rates
Once connected, you will then need to sync you accounts and your tax rates and set the defaults up in your settings.
Sync accounts and tax rates
7Sync products, and more
You can then sync your products, customers and suppliers with Eworks and Xero.
Sync products, and more
8Sync with Eworks
You will find the sync buttons within each section of Eworks, so example for Invoices, you will see the sync button on the right-hand side which will allow you to sync and send your invoices from Eworks to Xero.
Sync with Eworks
9Send invoices to Xero
To send invoices to Xero, make sure you tick the invoices on the left-hand side and then click “Sync with Xero” and this will go over. If you would like to sync any changes such as product changes or changes to the billing details, please tick the invoice and click the sync with Xero button again in eworks and this will then sync the changes in Xero for you.
Send invoices to Xero
10Sync payments and status changes
If you would like to sync payments and status changes, you do not have to tick the invoices, you can simply just click the sync with Xero button, and this will sync across.
11Sync invoice limit
You can only send up to 10 invoices at a time over to Xero from Eworks, so please do not select more than 10 when sending.
12How to disconnect
To disconnect your Xero set up, go into Tools >> Settings >> Xero and click onto the “Disconnect” button on the left hand side. This will then unlink your Xero account to Eworks Manager.

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