This integration enables you to send invoices from Productive to your Xero account. 

A) Integration Settings

Xero Branding themes are manually custom mapped to Productive Document types.

For mapping Branding themes to Productive Document types, please contact us via in-app chat.

B) When copying an invoice

* If set as Manual in the Integration settings

A new window will open, asking your permission to connect to Xero.

As soon as you add your Xero credentials, the accounts will be connected.

If everything is ok, you will receive the following message and at this stage, you need to set up your integration:

After authenticating in Xero, you should now decide on integration settings (this is also done in Productive):

You can also map some or all Productive service types to Xero Accounting codes. This step is optional and please note that for all service types that are not mapped, a default Xero account will be used.

Also, note that only account codes set up in Xero as Revenue will be pulled through into Productive:

Upon successfully integrating your Xero account with Productive, a new button will appear on your Productive invoices. 

Clicking this button will start the process of sending the Invoice to Xero. 

Select an existing customer for this current invoice, the tax rate as well as the desired status of the invoice (when set as Manual in Settings) when it gets copied into Xero.

If your tax rate is in order, your Invoice will be sent to Xero, and a PDF copy of that invoice will be downloadable in Productive.

This is how the Invoice will look like in Xero:

If you've already copied the invoice to Xero and wish to update it or create a new one, open that invoice and hover over the Invoiced copied option where you will be able to Update the existing invoice or Create a new one.

By selecting Update existing, the system will update the invoice that was previously copied to Xero. If the invoice was copied to Xero several times, only the last one that was copied will be updated.

Create new will create a new invoice in Xero (a duplicate if it had already been copied).

If you have chosen a wrong tax rate, invoice status, or account code, Xero might shoot back an error message similar to this:

Please double-check that everything has been set up correctly to ensure you don't encounter these issues. 

If you mark an invoice as paid in Xero, that status will reflect in Productive as well. It is important to note that if an invoice is marked as paid in Productive, this change will not be taken into account in Xero.

To enable payments sync, go to Settings > App Marketplace and select the pencil icon to Edit the integration:

Set the switch to "On":

If you want to disconnect your Xero account from Productive, follow these steps:

Have any other questions? Please take a look at the FAQ or feel free to start a chat conversation if you have any other questions.