Xero Integration

This manual looks at Xero integration to Workbench.

Overview:

The integration with Xero is a manual process of exporting batches from Workbench and importing them into Xero.

The exporting process in Workbench creates a csv file (with a txt extension) in the format that Xero requires for importing. The files are then imported into Xero using the standard Xero import functions.

The information we send to Xero is limited to what Xero will accept. 

Xero imports all files as draft transactions and they must be approved in Xero. The only error that will stop a file being imported is a duplicate invoice number.

Where other information can't be matched, the field will be left blank by the import and then it will require manual entry in Xero before approving the transaction.