Xero Integration Presets

The following presets are available to use at your discretion. You will need to have one for each selected for the integration to work correctly.

Use Xero invoice numbering sequence. This is recommended if you plan to create invoices using both Tradify and Xero, as it will keep the sequence in order in both platforms.
As the name suggests, enabling this option will trigger Tradify to use Xero's invoice numbering sequences over its own. This all takes place during the stage of sending the invoice to Xero. Until that point in time, the invoice will remain with a 'draft' title in Tradify.

Send invoice description to Xero. This will create a line item using the invoice description when sending invoices to Xero.
If this option is enabled, Tradify will send the invoice description to Xero in the form of a line item. We do this as Xero doesn't have the same 'description' field as you would find on the Tradify invoice.

Create Inventory Items in Xero. This will create or update inventory items to match items on your invoices and bills you send to Xero.
When this option is enabled, Tradify synchronises the Price List Items on an Invoice with the Inventory Items in Xero. Any changes made to the description, unit price or buy price will be updated in Xero from Tradify (when an invoice with the relevant price list items are sent over).

Send files to Xero. This will include files attached to notes when sending invoices and bills to Xero.
When this option is enabled, any files attached to an invoice in Tradify (under the notes section of the invoice) are added to the file attachment section on the corresponding invoice in Xero.