Xero integration, Yin and Yang

Xero is “beautiful online accounting software” that’s kicking butt in the marketplace. Imagine how smoothly your days will roll as your two core business applications, accounting and CRM; seamlessly work with each other, providing a combined and consistent view of important customer information.

With the Xero-Solve360 integration your team will see a view of a contact’s history, opportunities, statement of account and invoices from everywhere you’ll find Solve360 - Web, phone, tablet or Gmail Gadget. Staff will create invoices directly from Solve360 opportunities and update contact information between systems with a no-surprise synchronization feature.

Both your Xero and Solve360 users will save time by having quick access to information and shortcuts to complete routine tasks from their primary application. The Xero-Solve360 integration gives your team a truly holistic view of their customers, and it’s drop-dead simple to enable and use.

You may need to secure which users have access to the Xero information, so we’ve made sure you have the necessary control. Let’s review the simple one-time tasks to hook these two systems up:

1. The Solve360 administrator enables the Solve360 “Xero Add-on” which provides access to the Xero activity widget your users will work with and sets which users have access to Xero data.
   
   
2. Optionally, The Xero administrator configures the Xero-to-Solve360 link within the Xero workspace.
   

Setting this up only takes a minute, so let's give it a spin ...

Click on the Next link located in the top-right corner of this page to continue ...

One-time tasks to hook them up

Step 1 - Allow Solve360 to connect to Xero

Login to Solve360 as the administrator and click: Solve360 menu (top right) > Add-ons > Xero > Add

Click on the “permission” link and follow the Xero prompts as shown in the following two screen-shots. Then return to this panel and click on the “verify” link.

Return to the Solve360 Xero add-on panel and click on the “verify” link as shown in the screenshot above.

Choose which users will have access to Xero data in Solve360. The Solve360 administrator is always selected.

Step 2 - Optionally, configure the Xero to Solve360 link within the Xero workspace

Login to Xero and click: Settings > General Settings > Organisation Settings

Add a custom link named “Solve360” and paste the following value exactly as shown into the link definition:

https://secure.solve360.com/xero/link/{!CONTACTID}

Getting down to everyday business

With the one-time tasks completed, Solve360 users can begin matching up their Solve360 records with Xero contacts.

Any authorized Solve360 user adds a Xero activity to a contact, company or project blog page to diplay related Xero information on that record.

Hover over the activity and click the edit icon. From the dropdown list select an existing Xero contact or click the create link to create a new contact in Xero.

Once a Solve360 user has made the connection for a given contact, company or project blog other users will not have to make the connection again. The Xero information will be visible to any user in Solve360 who has granted their Solve360 account to access their Xero account.

Save the newly-linked Xero activity and like magic, the Xero account details are shown in Solve360.

As opportunities turn into sales users can click on a special link to generate an invoice from a Solve360 revenue opportunity saving time re-entering information.

Let's take a look at what it looks like from within the Xero application ...

From the Xero contact record a link to the corresponding Solve360 record is provided. Clicking on that link will open the Solve360 record in a new browser tab.

If a corresponding record doesn't yet exist in Solve360 some magic automatically happens behind the scene: 1) the system will try and find one by searching name and email address and if found they are linked, or 2) if none are found a new contact record is created and data copied over from Xero record.

Synchronizing information from Solve360 to Xero

One of the special features within the Solve360 Xero activity is an option to synchronize information from Solve360 to Xero.

To ensure that information is transposed perfectly a special confirmation panel is provided where the user confirms the mapping details. Once you set the mapping between the systems those settings will be used as defaults for all future syncs. Solve360 uses GeoMapping technology to transpose its single-field address format into Xero’s multi-field format.

Additional technical information

Setting the active Xero organization If you see an error in Solve360, make sure that the Xero organization you previously linked to Solve360 is currently set as “Active” in Xero. If the organization is not active in Xero Solve360 cannot access it. To make a Xero organization active open Xero > My Xero > and choose the corresponding organization.

Enabling currencies When creating a Xero invoice from a Solve360 opportunity you may see the message "Org is not subscribed to the currency ...". To correct this just enable the currency specified in the Solve360 opportunity under Xero > Settings > General Settings > Currencies.

Non-standard Xero users According to Xero's website you currently need to be a standard user in Xero to grant rights to a 3rd party application. This means that all authorized Solve360 users have the same level of access to Xero to 1) create a draft invoice from a revenue opportunity, 2) create new Xero contacts, and 3) update Xero contact fields.