Forecasts integration with Xero allows for additional financial monitoring and accessibility. With the integration in place, users will be able to export invoices, import purchase orders, and more.
This article contains all the important information and necessary links to our resources regarding the integration between Xero and Forecast.
This article includes:
- Overview of the Xero integration
- Installing and configuring the Xero for Forecast integration
- Using the Integration
Overview of the Xero integration
There are a few things to keep in mind while using the Xero integration. Those have to do with the Data Flow between Xero and Forecast and also the Xero Webhooks that are utilized to reflect the changes in invoices and clients on both platforms.
Data Flow between Forecast and Xero
The Xero integration works by importing customers and purchase orders from Xero to Forecast and exporting Invoices from Forecast to Xero. After an invoice has been exported to Xero, any payments made to the invoice in Xero will be synchronized back to Forecast and will automatically appear on a project's budget page as the paid amount.
Changes to linked invoices and clients in Xero will be reflected in Forecast via Xero's webhooks. For invoices, this applies to:
- Date, Due date, Currency & invoice reference
- Invoice entry changes (quantity, unit price, tax, discount) and new/removed entries
- Invoice payment changes (amount) and new/removed payments
For clients this applies to the fields:
Installing and configuring the Xero for Forecast integration
The below articles are dedicated to providing a step-by-step guide on how to set up the integration and how to link/import your customers from Xero to Forecast.
Using the Integration
The below article goes into detail as to how to invoice in Forecast and export that invoice to Xero.