Workflow Action: Export Finances to XERO

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This action allows you to schedule the finance export to Xero on a regular basis, for example, the end of every week.

 

Settings

 

Workflow

 

New Automated Task

Export finances to XERO via Workflow

To use this feature, you must have the Export to Xero feature switched on for your account and correct Xero integration settings saved.

This action allows you to schedule the finance export to Xero on a regular basis, for example, the end of every week OR Daily.

Create a Schedule:

  1. Settings  > Workflow > Hover over Automated Tasks > Schedules > Click the + symbol in the type left corner. If you already have a daily schedule setup you can use the same one and there won't be a requirement to create another schedule.
  2. Schedule Type: if you would like the export to occur daily choose the Daily option  
  3. Schedule Name: The name can be generic as this can be used for other workflows eg Daily at 7 pm 
  4. Enable Schedule: Tick
  5. Schedule Start: you can set it to start when you would like, however, you can always pause workflows if you wish to not activate one straight away. 
  6. Run Schedule Every: 1 Day(s)
  7. Run: Set to Once per day
  8. Time: choose a time of the day
  9. Click Save Schedule
  10.  

Create the Workflow Action

  1. Set the Name of the workflow task eg FINANCE Export Finance Data to XERO
  2. Select Export Finances to Xero as the workflow Action
  3. Select the Type of export Contacts
  4. Click Advanced Workflow tab
  5. Add a new Step > Invoice
  6. Add a new Step > Payments
  7. Add a new Step > Credit Notes
  8. Add a new Step > Refunds
  9. Schedule: choose the schedule which you create above eg Daily at 7pm 
  10. Click Save Automated Task
 

Tip: Create a multi-step workflow with 5 steps to export Contacts, Invoices, Payments, Credit Notes and Refunds.

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