Integrate GoProposal with Xero
Sync contacts and automatically generate invoices in Xero when your proposals are accepted.
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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.
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.
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
Login to your GoProposal app
In the GoProposal app head to Settings > Integrations > Xero integration
Login to Xero
To do this, head to Account > Manage Users > Edit User - then scroll down to the 'Two Factor Authentication' option.
Update User
Add Mobile Number & Click 'Update User'
Connect
Go To the Integrations page and toggle Xero to 'on'.
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.
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