For a step by step guide on how to set up your Xero Export, please click here
Connecting to Xero allows you to export your invoices to Xero directly from within WriteUpp. Previously, you had to manually export a file from WriteUpp, manipulate it and manually import it into Xero with all the challenges that this presented.
This one-way export essentially re-creates a WriteUpp invoice in Xero for you.
To get started, go to Main Menu -> Integrations & Add Ons and click on Configure under the Xero heading:
Next, click on the "Connect to Xero" button:
Then either sign in to your existing Xero account or create a new account:
And confirm that you'd like to allow WriteUpp to connect to your Xero account:
You'll then see confirmation that WriteUpp is connected to Xero and you will also see the mapping fields, which we will cover here:
NOTE: As a security measure, Xero will only allow a connection to be made for 30 minutes at a time. If you are configuring any of the Xero setup or trying to export an invoice and you see the below message you'll need to reconnect:
Clicking on Yes will open the Xero Configuration page in a new tab of your browser, where you can reconnect to your Xero account. Once the connection has been made, this tab will close and you'll be taken back to the previous page:
Once you're connected to Xero, there a few things you'll need to configure before you can start seamlessly exporting your invoices, which you can read about here.
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