How to Integrate Xero with RepairDesk?

Managing your accounts can be a very hectic task. To keep track of invoices and transaction along with handling your accounts, RepairDesk brings to you a very useful integration. With RepairDesk's Xero Integration those customers who are using Xero for their accounting needs can easily link their inventory and invoices with Xero, allowing business owners and accounts to stay connected with their data on the go! 

Steps:
1. Go to Settings >> Integrations >> Xero and press the Click Here button. 



2. Click on Connect Xero Account button


3. This will take you to Xero login page. Enter your login credentials for your account or sign up for an account on Xero if you don't have one. 



4. Select your organization from the drop down menu and click on Allow Access



5. After selecting company and clicking on Allow Access, you will be redirected to Xero Accounting setup page in RepairDesk. Select accounts from drop down menus to configure accounts in Xero with RepairDesk. For USA, make sure that accounts are configured as following:

Account for Inventory Assets: 1400 - Inventory Asset
Account for Purchases:5000 - Cost of Goods Sold
Account for Sales: 4000 - Sales
Account for Sales Tax: 2200 - Sales Tax
Account for Payments: 3000 - Owner's Capital (Note: You can select an account for payments according to your accounting needs i.e. Owner's Capital, Retained Earnings etc. Please refer to your accounting department's designated accounts)


Once all accounts are set, click on Save Configuration button to save changes.



FAQs
Q. How to sync individual RepairDesk Customers with Xero?

A. You can do so in the following steps: 
1. Go to Customers >> Manage Customers 
2. Open an existing customer and edit it. 
3. Click on Sync with XERO and hit Update.
4. You can also do this while adding a new customer. 



5. To integrate multiple customers with Xero at once, first export the Customer CSV file. Then under the column for Xero in the customer CSV file change the value to 1 for those customers whom you wish to integrate with Xero. Finally, import the customer CSV file.   

Q. How to export individual inventory items in RepairDesk to Xero?

A. A. You can sync items in RepairDesk with Xero by: 
1. Go to Inventory >> Manage Inventory >> Mobile, Accessories & Parts. 
2. Open an item from the Inventory list. 
3. Click on Sync with Xero checkbox and click on Save Item button.
4. Select an item category such as Accessories/ Parts.
5. You can also do this while adding a new item.


 6. To integrate multiple items with Xero at once, first export the Accessories CSV file. Then under the column for Xero in the Accessories CSV file change the value to 1 for those items whom you wish to integrate with Xero. Finally, import the Accessories CSV file.      

Q. How to export all customers in RepairDesk to XERO?
A. Head to syncing tab on Xero Integration page. Click on Sync Customers to Xero to export all of your customers to Xero. 



Once the export begins, you'll be informed that customers will be exported to your Xero account in 10 minutes



Q. How to export all invoices in RepairDesk to XERO?
A. Click on syncing tab on Xero Integration page. Click on Sync Invoices to Xero to export all of your invoices to Xero. 



Once the export begins, you'll be informed that invoices will be exported to your Xero account in 10 minutes.



Q. How to export all inventory items in RepairDesk to XERO?
A. Head to syncing tab on Xero Integration page. Click on Sync Items to Xero to export all of your customers to Xero. 


Once the export begins, you'll be informed that items will be exported to your Xero account in 10 minutes.



Q. Is overall discount carried to Xero?

A. No. Overall discount is not carried to Xero. However, line item discount is carried. 

Q. Can I edit an invoice in Xero?
A. You can edit an invoice in Xero until there is some due amount. Otherwise, it is not editable. 

Q. I've created an invoice on RepairDesk but it hasn't appeared on Xero?
A. Invoices will be update on Xero after an average time of 2 to 3  minutes. Each invoice will not be updated at once. Rather invoices accumulated will be updated together within the average time. 

Q. Item is not appearing on Xero. Why?
A. Item synced with Xero shall appear there. Otherwise it wont. Please make sure that the item is properly synced with Xero, Also make sure that against inventory asset account in configuration you have selected 140 - Inventory account. 

Q. How can I integrate multiple items with Xero simultaneously via CSV file?
A. You can do so by following these steps:
1. Go to Inventory >> Manage Inventory >> Mobile, Accessories & Parts.
2. Download the CSV file by clicking on the Import Inventory Button and select Export Inventory.
3. Open the file and under the column SyncXero mark the items you want to integrate with Xero by entering 1 in the cells. 
4. Once you are done, upload the file by clicking on the Import Inventory button and selecting the Import option. 




Q. How can I integrate multiple customers with Xero simultaneously via CSV file?
A. You can do so by following these steps:
1. Go to Customer >> Manage Customer.
2. Download the CSV file by clicking on the Import Customer Button and select Export Customers.
3. Open the file and under the column SyncXero mark the customers whom you want to integrate with Xero by entering 1 in the cells.
4. Once you are done, upload the file by clicking on the Import Customers button and selecting the Import option.   



Q. There is a discrepancy between inventory in Xero and RepairDesk then how can I fix it?
A. If Inventory quantity in Xero and RepairDesk is less than one (i.e. zero), then no invoice would be generated in Xero. To create invoice in Xero, it is necessary that inventory quantity for an item should be same in Xero and RepairDesk. If inventory quantity is unequal then user should create a Purchase Order (PO) in RepairDesk and in Xero. Once these PO are received, then inventory quantity would become equal in both Xero and RepairDesk.


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