How do I configure the Xero export?

For a step by step guide on how to set up your Xero Export, please click here

Once you've connected your WriteUpp account to Xero, there are a few things you need to configure before you start exporting your invoices. 

These are settings that allow certain information from WriteUpp to be 'mapped' to the corresponding entity within Xero.  This should minimise the amount of work involved in Xero once an invoice has been imported from WriteUpp. 

The mappings are for:

  1. Accounts -> Mapping Xero Accounts to WriteUpp
  2. Tax Rates -> Mapping Xero Tax Rates to WriteUpp
  3. Contacts -> Mapping Xero Contacts to WriteUpp

Once you've configured the mappings, you can begin exporting your invoices to WriteUpp -> How do I export my invoices to Xero?

Related articles:

How do I connect my WriteUpp account to Xero?

 

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