loader-logo

Guide – Integrate XERO into PrintPLANR

Transfer data from PrintPLANR to XERO Accounting Software

Seamlessly integrate XERO with PrintLPANR and easily configure the data you would like to synchronize. Follow the steps below to get a better insight on its functionalities and how exactly the integration process goes.

Step 1: Accounting Codes

Given below are the two ways of generating accounting code from PrintPLANR’s MIS settings.

The manual method lets you to save accounting codes for revenue & purchase purpose. Where as the other method allows you to import the Accounting codes from XERO.

Manual Accounting Code creation

1. Go to MIS Setting and select Accounting Code[below accounting panel]

2. Click on Add New Record

3. Enter the accounting code and Description. The accounting code entered can be used as Revenue Codes or Purchase Codes.

Import Accounting Code from XERO

1. Go to MIS settings and click XERO.

2. Select Get code and click on Get Account Code/ Tax Code.

2018-10-18-11_40_56-PrintPLANR-Demo_-Accounting-Codes
2018-10-18-11_37_25-PrintPLANR-Demo_-Setting-View

Step 2:

1. Go to MIS Settings and click XERO below the accounting panel.

Demo_-Setting-View

2. Click on Invoices.

3. Filter invoice records based on the status and date range you want to export from.

4. Click Export.

Software_-Accounting-Export

Step 3:

1. Enter login details once you’re redirected to XERO.

Login-_-Xero-Accounting-Software

2. Authorize the integration by clicking on Allow access for 30 mins

Xero-_-Authorise-Application

Step 4:

1. Select any number of invoices and click Update on XERO. You’ll get confirmation once the records are successfully exported.

Software_-Accounting-Export
Software_-Accounting-Export

Step 5:

1. Log into XERO.

2. Go to the Accounts section, select Sales and click on See all.

Xero-_-Sales-_-Demo-Company

3. Go to Draft, select invoices to approve and click Approve.

Xero-_-Invoices-_-Demo-Company_view
Please feel free to contact us if you have any queries related to XERO integration with PrintPLANR.