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Guide 12 of 15 ยท Team and connections

Connecting Xero and your calendar

  • Read time: 2 minutes
  • 8 steps

Connect the apps you already use. Accepted quotes can become Xero invoices, and accepted jobs can go straight into your calendar.

Xero

  1. Choose Xero for payments

    In Settings > Payments, choose Xero and save.

  2. Connect

    In Settings > Connections, press Connect to Xero, sign in to Xero itself, allow access and pick your organisation. We never see your Xero password.

  3. Check the invoice settings

    The account code and tax rates, one invoice per job or one per payment stage, and whether invoices start as drafts for you to check.

  4. Let it run

    When a customer accepts, the invoice is made in Xero. When it is paid in Xero, it shows as paid here. The Sync log shows what went across.

The Xero card, not connected, numbered: the Connect to Xero button, the note about the payments provider, and the empty Sync log.
Demo data Xero. A made-up business and customers, not a real one.
  1. Connect to Xero
  2. Your payments provider must be Xero
  3. Sync log
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Your calendar

  1. Connect your calendar

    In Connections > Calendar, connect Google Calendar or Outlook. Each person on your team connects their own.

  2. Choose where jobs go

    Add jobs to picks the calendar.

  3. Set your booking settings

    Working hours and days, travel time kept free around each job, and your usual job length.

  4. Book a job

    When a customer accepts, the quote shows Book the job and you pick the time. A clash is a warning, never a block.

The calendar card for a made-up owner with a connected calendar, and the booking settings, numbered: Connected, Add jobs to, Book accepted jobs automatically (off) and Travel time around each job.
Demo data Calendar and booking settings. A made-up business and customers, not a real one.
  1. Connected
  2. Add jobs to
  3. Book accepted jobs automatically
  4. Travel time around each job
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