The Timesheet Portal Xero integration allows you to seamlessly export your client invoices and self billing invoices. We provide implementation packages to train you and help you perform your initial Xero setup. If you would like further information, please raise a ticket on your account. Alternatively, read the following help sections to guide you through the setup process and to find out how to export to Xero.
To get started, you will need a Xero account. Within Timesheet Portal, go to Settings > Integrated Apps and hover over the Xero panel and click Configure.
On the next page, click on the Connect button to connect to Xero. You will be redirected to a Xero login page, requesting you to allow our application to access your Xero account. You will need to grant permission for Timesheet Portal to access your account. In order for us export data, we will to take a copy of your tracking categories, accounts list and inventory items. You can clear this data at any time by disconnecting, and then clicking Delete Xero Data (see Disconnecting from Xero).
Once you have connected, your settings page will look similar to this. Congratulations, you are now ready to start configuring Client Invoicing, Self Billing and Expense exporting to Xero. Please continue reading for further articles on configuring and exporting each of these.