This article will give you a run through of the process of linking GeoOp and Xero, this process is called integration. Linking GeoOp with your accounting solution will enable you to save time with your workflow, this can be done at any point but makes most impact when you first start using GeoOp.

Initial Integration

When logged in as an Administrator, go to Settings > Company Account > Integration. You will see the Xero logo, click on setup (step one)In the popup window, tick Enable, then click Save. (step two)

Top Tip: If you make a mistake at any point, or if you wish to deactivate your Integration, simply click the logo again, untick Enable, then click Save.

Follow the process as instructed on the Xero site to link your accounts. Linking the accounts automatically enables some functions between the 2 services, such as Invoicing. Others functions can have more manual requirements to complete setup and are detailed below.

Note: once integrated you can unlink Xero by clicking "Disconnect".

For a look at importing clients and parts check out this article.

Did this answer your question?