Note: Before you can import customers you must authorize vWork to communicate with Xero. Instructions on how to do this can be found here: Connect Xero to vWork.
Import your Xero Customers into vWork
|Steps: vWork > Customers > Import > Import from Xero|
All jobs that have invoicing line items when they are completed in vWork create a draft invoice in Xero. If you want them to reference customer that is already set up in Xero, you must import your Xero customer information into vWork.
To import Xero customers into Xero:
- Go to the Customers tab.
- Click Import.
- Scroll to the 'Import from Xero' section and click Import from Xero.
- Wait a minute while the import completes…
- …and done.
Now, when you finish a job in vWork for one of these customers, we create a draft invoice in Xero loaded against the customer. Draft invoices in Xero can be approved for sending straight away or edited if you need to add more information before sending it to the customer.
That’s all there is to it, start billing!