Connecting to Xero

Connecting to Xero

QicWorks integrates with Xero through a secure API which allows us to push and pull data directly between the two accounts. This feature is a great time saver as it allows for data standardisation and removes data duplication or manipulation.


Data that can be pulled during Account Setup includes:
Staff, Contacts, Pay Categories, Tax Rates, Chart of Accounts and Tracking Categories

Data that can be pushed during use includes:
Purchase Orders, Bills and Expenses, Invoices and Credit Notes, Payroll data to Pay templates, and Leave Requests

Data that can be pulled during use includes:
Leave balances and Invoice payment details.

For further details about what this integration does see: Data flow: Qicworks and Xero

To connect with Xero c lick on  Business    from the main menu, then click on  Settings  . Click on Xero under the Connections menu heading. Click on Connect to Xero button.


Step 1: Connecting to Xero

QicWorks is now connecting to Xero. You will then be asked to enter your Xero login credentials.


And authentication code



You will then be asked to confirm access.

Step 2: Match your Xero account with your QicWorks Organisation

Once Access is Allowed you will return to QicWorks where you will be asked to match your QicWorks organisation to Xero’s account. Select your matching QicWorks organisation from the dropdown and click Save .



Your Xero Connection details will now load in QicWorks.



Contained in this table is:
General Information

   Field Name
   Function
    Xero Organisation
   Xero account selected
    QicWorks Organisation
   The matched QicWorks organisation for this connection
    Connection
    Toggle On/Off to activate this connection
   Controls
    - Click to edit connection
    - Click to synchronise your data
    - Click to delete this connection

Step 3: Synchronising your data

Once connected you will need to synchronise your data.
1.  Click on the  cloud icon to select which data sets you would like to pull from Xero.

2. Use the dropdown menu to select which data set you would like to sync.
Here you can pull the following:
  1. Staff 
  2. Contacts (Suppliers and Customers)
  3. Pay Codes
  4. Tax Codes
  5. Chart of Accounts
  6. Tracking Categories
3. Click on Pull to pull this information. 
Dependant upon the volume of data you are synchronising - there may be a slight delay.
Do you have any questions? Check out our frequently asked Xero questions at: FAQ's - Xero
To find our if your interaction was successful see:  Connection Events



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