Xero is an online system for accounting and back-office services, suitable for many small businesses. You can read more or reach out to Xero directly to start or manage your account. Once the integration is set up, Loxo will automatically push new Placements or updates to existing Placements to Xero, saving you the time of manually moving data from one system to another.
This article explains the steps for integrating your Loxo account with Xero.
Connect the Xero Integration
Below is the process for setting up an integration from Loxo to Xero:
In Loxo, go to Settings > Integrations
Note/copy your
Redirect URIIn Xero, go to https://developer.xero.com/app/manage
Click the blue “New App” button in the top right corner.
Use the app name “Loxo.”
Integration type should be “Web app.”
Company or application URL should be “https://app.loxo.co/"
Paste the
Redirect URIfrom LoxoClick “Create app.”
On the left side of the screen, click on “Configuration.”
Click “generate a secret.”
Copy the
client ID&client secretand save them in a safe place.In Loxo, go to Settings > Integrations
Paste your
client ID&client secretwithin the Xero section.Click “enable” in Loxo and complete the Xero authentication.
Determine the fields you want to map for the integration and follow the steps in the next section to complete the configuration.
Field Mapping for the Xero Integration
Similar to a data migration, in order for Loxo and Xero to work seamlessly, the back-end setup needs to be precise. All fields need to be an exact match between the two systems.
Multiple Xero fields can map from the same Loxo field, but multiple Loxo fields cannot map to the same Xero field.
To map fields after connecting to Xero:
Go to Settings > Integrations
Click on "Configure Mappings" to the right of Xero
Select the Loxo field and the Xero field from the drop-downs
Click +Add
To see a full list of Xero fields and their meanings, click here.
Click "Close" once you have completed the mapping.
Using the Loxo to Xero Integration
Loxo Placements are the driver for this integration. Once a new Placement is created, or if changes are made to an existing Placement, the data from the Loxo Placement will trigger the creation of a draft invoice in Xero.
The integration will also connect select fields from the Loxo Placement to populate accordingly in Xero.
Once the draft invoice is created in Xero, you would then manually send the invoice as needed.
Because the integration is built around changes to Placements, the integration will not automatically trigger Xero invoices for historic placements. The integration is intended to streamline the invoicing process for any changes that occur after the integration is set up.