Table of Contents
Overview
Xero is a cloud based accounting software and has the ability to integrate with CartonCloud.
What does the integration allow?
Push invoices from CartonCloud to Xero
- Link your CartonCloud account to your Xero and push invoices across to Xero from CartonCloud
- Link your customers in CartonCloud to your customers in Xero
A new order in Xero creates a new order in CartonCloud
- New Sales Invoices in Xero can create a new Sale Order or Consignment in CartonCloud
- The Xero Sale invoice (PDF version) will be attached automatically against the Sale Order created in CartonCloud
- Rules can be configured to control what orders from Xero are sent across to CartonCloud
Please note this integration is one-way and does not support updating the status of the order within Xero, or providing any information back to Xero upon pack completion/delivery.
What you need to get started
- The customer must be created in CartonCloud with products set up (product codes should match the product codes set up in Xero)
- Your customer requires a Xero account
Next steps to get connected
- Read the integration requirements here.
-
Send an integration request via a New Ticket (with the requirements included - the more information regarding the listed requirements the better!). The team will provide you with a quote upon sending through your request.