Click the button to the right of each item in the list and select Edit to view and edit that item. ![]() Some Rates and Rate Templates in the list may need to be edited in order to select a mapped item. This overrides any previously configured default mappings and allows a specific rate or rate template to be mapped directly to an item in Xero. Hover your cursor over an item in the Accounting Service column, click the edit button and select an item from the list to map to each Accounting Service in the list. You can also filter the list of services by Customer or Template, Xero Item code or Mapping Status. Navigate to the Services tab and use the filters on the left to view specific Item Types (Service Plans, Service Items, Rate Templates or Rates). You can override these defaults for any service. When you export invoices to Xero, each line item is mapped to the specified defaults. In the Default Mapping tab, select a default item for each category. However, if Xero is open in your browser, the pop-up window displays your Xero organization and user information. If you do not have Xero open in your browser, log in with your Xero account credentials in the pop-up window. Click Allow access from the Xero User Consent window and the status message at the bottom of the screen in your account shows a count of customers, services and accounts that were successfully synced.Confirm you have disabled your pop-up blocker and click Connect to Xero.This will allow MSP Manager to easily communicate with Xero. Open an additional tab in your browser and log into your Xero account. Navigate to Settings > Company Settings > Integrations, and select Configure Xero. ![]() Configure the Xero integration with MSP Manager After that time, will require you to log in to Xero again. That token is stored in the MSP Manager database and is valid for the next 100 days. With the latest update to MSP Manager's Xero accounting integration, you will need to log in to your Xero account prior to exporting invoices to get a token. Integrate with Xero and export your invoicesįollow the steps below to set up the integration between your Xero Accounting and MSP Manager accounts.ĭisable the pop-up blocker in your browser before getting started.
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