The Xero integration allows ValuePRO users the ability to synchronise accounting functionality between ValuePRO and the Xero account system. This establishes a bi-directional capable link between the two software packages, allowing invoice and client information to be transferred from ValuePRO to Xero and payments registered to be transferred from Xero back into ValuePRO.
Requirements of Xero Integration
You must have an existing ValuePRO instance and an active Xero account setup to log into Xero before proceeding.
Limitations of Xero Integration
Xero prefer their users to not share your Xero login details with third-party applications and we suggest you do the integration yourself so you do not have to share your credentials, also therefore ValuePRO does not have any fields to store your Xero credentials. The Xero integration will direct you to a special Xero page and prompt you to log in with your Xero credentials.
How It Works
1. Accounting settings
In ValuePRO go to the Settings tab within your ValuePRO system and type in "accounting" in the settings search bar. Set Link to accounting system to on.
2. Click the Xero token generator button.
3. Connect to Xero
Make sure you are logged into Xero.
4. Authorise Application in Xero
Once logged into the Xero system, you will be asked to select the appropriate account and click on the Authorise button to allow the connection between Xero and ValuePRO.
5. Populate fields in ValuePRO
Get the details in your Xero account to populate the fields:
In ValuePRO go to the Settings tab within your ValuePRO system and type in "xero" in the settings "Filter Settings:" bar and hit Apply. This will show the populated fields for Xero.