Xero Integration Archives - MakeWebBetter Support Mon, 04 Sep 2023 08:29:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.2.9 https://support.makewebbetter.com/wp-content/uploads/2020/04/cropped-mwb-512-32x32.png Xero Integration Archives - MakeWebBetter Support 32 32 What data is synced to my Xero account when it integrates with FormPay? https://support.makewebbetter.com/hubspot-apps/what-data-is-synced-to-my-xero-account-when-it-integrates-with-formpay/ Sat, 12 Aug 2023 06:28:05 +0000 https://support.makewebbetter.com/?post_type=epkb_post_type_6&p=5688 All of it. The data includes contacts (all details about customers & signees), transaction data and payment data (from gateways as FormPay does not store any payment data). You will be able to view all of it in your Xero account, under Contacts.   Contacts – Email ID. Custom Purchase Details – product name, quantity, […]

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]]> All of it. The data includes contacts (all details about customers & signees), transaction data and payment data (from gateways as FormPay does not store any payment data).

You will be able to view all of it in your Xero account, under Contacts.

Xero contact

 

Xero invoice
  • Contacts – Email ID.
xero invoice 1
  • Custom Purchase Details – product name, quantity, amount, and currency code.

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]]> How to connect Xero account with FormPay? https://support.makewebbetter.com/hubspot-apps/how-to-connect-xero-account-with-formpay/ Sat, 12 Aug 2023 06:16:29 +0000 https://support.makewebbetter.com/?post_type=epkb_post_type_6&p=5682 Streamline operations such as invoice generation and account reconciliation with Xero using the contacts and transaction information. Follow this short process with simple steps to set up FormPay Xero Integration: Open the FormPay app. On the left, scroll down and click on User Accounts in the sidebar. Then, go to Integrations. You will find the […]

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]]> Streamline operations such as invoice generation and account reconciliation with Xero using the contacts and transaction information.

Follow this short process with simple steps to set up FormPay Xero Integration:

  • Open the FormPay app.
  • On the left, scroll down and click on User Accounts in the sidebar.
Xero Account
  • Then, go to Integrations.
  • You will find the Xero card. There, click on Connect to Xero button. Then, you’ll be redirected to Xero’s webpage.
Xero Integration setup
  • On this page, enter your Xero credentials and click Log In.
  • That’s it! Your Xero account will now be successfully integrated into FormPay.

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