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 Xero back into ValuePRO.
Requirements of Xero Integration
You must have an existing ValuePRO instance with Xero integration setup and a valid Xero account with access to the user name and password 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, 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. This process will create a special authentication token that tells Xero to give the ValuePRO Xero integration temporary access (30 minutes) to your Xero company to allow you to transfer invoices to Xero and payments from Xero.
Once the 30 minute authentication token has expired, you will need to re-connect to Xero with your credentials to keep working.
How It Works
Once you have a valid Xero account, you should be able to access the Xero integration tool by going to the Reports | AccountsLINK tab within your ValuePRO system and clicking on the Connect to Xero button or by going directly to the following URL: http://xero.[your ValuePRO company domain].com.
You can contact ValuePRO Support if you are unsure if the Xero integration is setup in your ValuePRO system.
1. Connect to Xero Integration
Go to the Reports | AccountsLINK tab within your ValuePRO system and click on the Connect to Xero button or go directly to the Xero integration tool URL: http://xero.[your ValuePRO company domain].com.
Once the page has loaded, click the Connect (1) button to be redirected to the Xero login page, then enter your Xero credentials (2) directly into the Xero page.
2. Authorise Application in Xero
Once logged into the Xero system, you will be asked to select the appropriate account (3) and click on the Authorise (4) button to allow the connection between Xero and ValuePRO.
3. Redirect Back to ValuePRO
After the Authorise button is clicked, you will be redirected back to the ValuePRO Xero integration tool, where you will see the confirmation that the integration tool has successfully connected (5) and will be presented with additional menu options.
4. Sync Invoices from ValuePRO to Xero
Click on the Sync menu (6) where you will be presented with a list of invoices currently on ValuePRO that are ready to sync across to Xero. Tick the checkbox for all the invoices that you want to transfer to Xero and press the Sync button (7).
5. Sync Payments from Xero to ValuePRO
Click on the Payments menu (8) where you will be presented with a list of all the payments made on invoices in Xero that can be transferred back to ValuePRO. Click the Sync button (9) to update the invoices in ValuePRO with the payment details.