Overview:
- How to connect Ocerra with your Xero account in a few easy steps.
- Xero is the master record for all supplier details. Learn more about the integartion here.
Ocerra offers out-of-the-box integration with Xero, follow these steps below to connect the two systems.
Step1
In Ocerra, select Xero integration for the menu and click Connect to Xero button:
Step 2
- You will be re- directed to Xero page
- Select the company you want to connect with Ocerra
- Press allow access
You should now see Status: "Success" with your Xero company. For example:
Step 3
Sync Xero details one by one:
Important:
During the initial sync and connection, Ocerra will only import recently used data.
To ensure all data is imported, set the Last Sync Date to the year 2000 or earlier, and sync the required data. Wait a few seconds for the update to appear at the top-right corner. If you notice that any data (e.g. suppliers) is missing, try setting an even earlier date or contact support for assistance with the import.
Key Integration settings
- Xero Invoice Status: Choose the status in which Ocerra will create bills in Xero (e.g., Authorised = Approved).
- Enabled: Toggle this to "Enabled" for automated syncing. For example, when you create a new supplier in Xero, Ocerra will automatically sync the details.
- Tracking Categories: If you are using tracking categories in Xero, toggle this on and sync. The tracking categories will then be automatically applied to your invoices in Ocerra.
