Integrate GoProposal with Xero

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Xero - sending monthly invoices

Automatic invoice generation (after your client has accepted their engagement)

When the proposal is accepted, the draft invoices are created in Xero for you to approve.

Xero - use automatic assignment

Attribute line items to account codes

Track revenue in Xero by setting your tax codes & syncing your Account Codes from Xero to your Line Items in GoProposal.

Choose a Xero contact for the invoice

Sending new client details over to Xero

When you produce a proposal, we can pull existing contacts from Xero or GoProposal can create new ones.

How to Get Started with GoProposal & Xero

Getting started with GoProposal and Xero is simple and connecting the two platforms is fast because of our innate integration

1

Login to your GoProposal app

In the GoProposal app head to Settings > Integrations > Xero integration

2

Login to Xero

To do this, head to Account > Manage Users > Edit User - then scroll down to the 'Two Factor Authentication' option.

3

Update User

Add Mobile Number & Click 'Update User'

4

Connect

Go To the Integrations page and toggle Xero to 'on'.

5

Complete integration

Fill out the Integration Fields. You will be re-directed back to your Xero page within GoProposal. Please make sure you fill out all of the fields on this page. See below for guidance.

Read the complete integration manual

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