Knowledgebase : Integrating with Xero
Integrating with Xero
Posted by Matty on 22 March 2018 06:13 am

Integrating with Xero

Integrating your Xero accounting system with Ezi Debt Collection is quick and easy. Once you have registered an account with us please follow these easy steps to integrate with Xero:

  1. Navigate to the EDC dashboard page and click the ‘Add Debts’ button located in the middle of the page
  2. Once redirected to the Add Debts page, click the ‘Connect with Xero’ button located in the middle of the page
  3. On the next page you will be prompted to log in to Xero with your Xero login details, please do so
  4. You will be redirected to the ‘Import with Xero’ page, please select your business from the drop down menu located in the middle of the page
  5. You will then be presented with all invoices you have logged with Xero, please select the invoices you wish to upload to Ezi Debt Collection by ticking the small square selection box located at the front of each invoice, once your invoices have been selected please click the ‘Confirm Selection’ button located on the bottom right of the page
  6. You will be redirected to the ‘Add Debts’ page again, at this stage you may be prompted to fill in any missing details for your invoice, please do so by clicking the ‘Edit’ button under your invoice and following the prompts
  7. Once this is complete you will find yourself back on the ‘Add Debts’ page, please carefully read through our terms and conditions located on the bottom of the page, and when you are satisfied, please click the ‘Confirm New Debts’ button located on the bottom right of the page

For more information, please view this instructional video on how to integrate with Xero https://www.youtube.com/watch?v=RqBhQzcTZjk