Xero Integration

Table of Contents

• Overview
• What does the integration allow?
• What you need to get started
• Next steps to get connected

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.