Connect Xero With Eworks Manager

To set up Xero the integration, go into Tools >> Settings >> Invoice on the Eworks system and then select the invoice method as Xero and then save.

You may receive a message telling you to fix your duplicate product codes when trying to change your invoice method as you need to have unique product codes for each item in your Eworks account. If so, please go to your items page and click the “Fix duplicate product codes” button to assign a product code to your products, or you can manually do this.

Once this is saved, you will see a Xero tab appear within the settings section. Click onto the Xero tab in your settings in Eworks and this will ask you to connect your Xero account. Click the connect button and log into your Xero account.

This will the take you to Xero, ask you to select which account you would like to integrate if you have multiple and then confirm the Eworks integration. Once done this should take you back to Eworks.

Once connected, you will then need to sync you accounts and your tax rates and set the defaults up in your settings.

You can then sync your products, customers and suppliers with Eworks and Xero.

You will find the sync buttons within each section of Eworks, so example for Invoices, you will see the sync button on the right-hand side which will allow you to sync and send your invoices from Eworks to Xero.

To send invoices to Xero, make sure you tick the invoices on the left-hand side and then click “Sync with Xero” and this will go over. If you would like to sync any changes such as product changes or changes to the billing details, please tick the invoice and click the sync with Xero button again in eworks and this will then sync the changes in Xero for you.

If you would like to sync payments and status changes, you do not have to tick the invoices, you can simply just click the sync with Xero button, and this will sync across.

You can only send up to 10 invoices at a time over to Xero from Eworks, so please do not select more than 10 when sending.

To disconnect your Xero set up, go into Tools >> Settings >> Xero and click onto the “Disconnect” button on the left hand side. This will then unlink your Xero account to Eworks Manager.