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Connect Xero to vWork

  • Updated

vWork has a basic intergration with Xero that lets you share invoice information from a vWork job to create an invoice in Xero.

You can easily connect Xero with vWork. When you integrate vWork and Xero you can:

  • Import your customers from Xero into vWork.
  • Automatically create draft invoices in Xero when a vWork job is completed.
  • Show vWork job invoice line items and the vWork invoice description on Xero invoices.

How do I connect Xero to vWork?

First, make sure you have enabled invoicing on your vWork account in the Finance settings. If you need help with this, here are all the details for how to set up invoicing.

Connect vWork and Xero

Once Invoicing in vWork is enabled, you need to authorize Xero to communicate with vWork.

  1. Go to Settings > integrations.
  2. Click the button that says Authorize Xero

    Integrations___vWork.png

  3. You are asked to log in to Xero and authorize vWorkApp. Enter your Xero login credentials.

    Login___Xero_Accounting_Software.png
  4. Once you have logged into Xero, select which of your Xero organizations vWork is authorized to use then click Allow access.

    Xero___Authorise_Application.png

  5. Once Authorization is complete, you are redirected back to vWork.

    Go to Settings > Integrations> Integrations and select your preferred settings (what currency to use, which account to use, how often vWork should upload invoices to Xero, etc…).
    When you have selected your preferred settings click Save changes.

    Integrations___vWork.png

  6. vWork is now connected to your Xero account.

Importing Customers

At this point, all jobs that have invoicing line items when they are completed create a draft invoice in Xero. However, if you want them to reference an existing customer in Xero, you need to import your Xero customer information into vWork. Instructions for importing customers can be found here: How to import customers from Xero to vWork?

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