Connecting your Xero account to Sequence is simple. Go to the Integrations tab to get started.
- Click the button to connect to Xero.
- Select the organization to which you want to connect. Make sure that you have the Xero Demo Company set up and selected if you are using the sandbox environment.
- Authorize the connection.
You can import customers from Xero into Sequence in order to speed up your onboarding. In order for an invoice or credit note to be synced the end-customer must be linked to a customer in Xero.
You can import some or all of your customers directly from Xero using the customer import tool. In order to be valid for invoicing in Sequence every customer needs the following:
- A primary address
- A primary email address
The primary address must have the following fields:
- First line
- Postal/zip code
- A valid country (Sequence uses the alpha-2 country code format)
If a customer is invalid the reason will be provided, allowing you to update the customer in Xero and reload before importing.
If you want to link an existing customer to Xero you can select them in the Sequence customer view and choose to which Xero customer you want to link them.
Whenever you create an invoice in Xero each line item is linked to a ledger account. This allows you to categorize the items.
Similarly in Sequence you will need to link each line item to a ledger account in Xero. In order to speed this up you can set a default ledger account in your integration settings. This can be overridden for individual line items.
When you create or edit a plan you can set the ledger account for each product you can also set the ledger account (or use the default). This will get carried through to any generated invoices.
Set a ledger account for a specific line item:
If you have existing plans, billing schedules, invoices and/or credit notes in Sequence at the time when you connect your Xero account then setting a default ledger account will allow the integration to begin working straight away. All existing line items will be linked to the default ledger account. These can then be updated on an individual basis either in a plan, invoice or credit note as shown above.
Whenever an invoice is finalized in Sequence it will automatically get pushed to Xero. The issue and due dates will be set to a dummy date of 1st January 3000 in Xero until you send the invoice, at which point we will update these. This will be overwritten with the correct dates when the invoice is sent. If you subsequently send the invoice via Sequence it will get marked as sent in Xero. Similarly if the invoice is marked as sent in Xero, then the status will be updated in Sequence.
You can navigate from the invoice in Xero to Sequence and vice versa.
Sending an invoice marks it as sent in Xero:
Once an invoice has been pushed to Xero you can reconcile it against payments. Updating the payment status in Xero will update the invoice in Sequence so that everything is fully in sync across the two systems.
Generating credit notes
Whenever a credit note is finalized in Sequence it will automatically get pushed to Xero. The issue and due dates will be set to a dummy date of 1st January 3000 in Xero until you send the credit note, at which point we will update these. This will be overwritten with the correct dates when the credit note is sent. If you subsequently send the credit note via Sequence it will get marked as sent in Xero. Similarly if the credit note is marked as sent in Xero, then the status will be updated in Sequence.
You can navigate from the credit note in Xero to Sequence and vice versa.