Xero integration

Xero integration details

Updated over a week ago

Xero integration

Follow the steps below to complete a Xero/Factory integration:

  • Navigate to Settings > Integrations within Factory

  • Select Xero Connect

  • When prompted, enter your Xero username and password, along with your authenticator code if required.

  • Click Allow access

  • You will now be requested to specify your default Sales and Purchase accounts. These accounts are used when generating invoices in Xero that contain products that are not linked to specific Xero products. To ensure the invoice can be created, Factory will use a default sales or purchase account for that line item.

  • You are now successfully connected, and can import Customers and Suppliers, and set integration settings.

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