The integration of Xero with EyeOnTask enables you to keep your Clients, Payments and Invoices Up to date and in sync, You can import your existing Clients from Xero into EyeOnTask and vice versa.

Go to the main menu and you will see the Settings option. Select it.

After selecting the Settings option, Select Integrations. Here, you will find five options to integrate with QuickBooks, Xero, PayPal, Stripe and Zapier.

Go to the Second option. After selecting Xero Online Integration, you will have to click on the button “Connect To Xero”. Clicking on Connect to Xero button will take you to the login page of Xero After successful login you will be redirected to the Xero account to select the organization for which you need to sync the data to and from Xero. Select the organization for which you need to sync the data and allow access. After selecting the Organization you will be redirected to the EyeOnTask's Mapping page where you will see the Mapping Screen, which allows you to map data such as Taxes, Accounts, and Custom Fields. This ensures that the mapped data is accurately reflected in Xero Online integration, making synchronization easy and consistent. After updating the mapping data you can click on the skip button then it will take you to the screen where you will have options to Sync your clients, your Invoices, Payments and Inventory.  Syncing of clients is a two-way process wherein you can sync the clients of EyeOnTask to Xero and from Xero to EyeOnTask. Select the clients you want to sync to Xero from the list and click on “Sync Clients to Xero” button. Now you will see the selected clients synced to your Xero's Contacts tab. Similarly, to sync your clients from Xero to EyeOnTask you can click on the “Sync Clients From Xero” button.

Syncing of Invoice is a one-way process i.e. you can Sync your Invoices from EyeOnTask to Xero only.

Note: Firstly, you need to sync your clients from EyeOnTask to Xero, only then you will have the invoices and payments of that client available in the Invoice and Payment tabs to sync to Xero, otherwise you will not see any invoice or payments listed in the respective tabs.

Sync your invoices from EyeOnTask to Xero by selecting the invoice and then click on “Sync Invoices to Xero”.

Invoices that are sync to Xero will be reflected in the Xero. You can see synced invoices by going on the “invoices” option from the Business menu in Xero. Sync your payments made for invoices from EyeOnTask to Xero and from Xero to EyeonTask. Select the payments that you want to sync to Xero and click on “Sync Payments to Xero”. Synced Payments will be reflected in Invoices of Xero. We can also sync payments from Xero to Eyeontask by clicking on “Sync Payments from Xero” in the Eyeontask window. The synced payments from Xero will be reflected in the Payment tab.  

After the syncing process is over for one company you can press the back arrow or click on “Go to mapping” and go to the previous Mapping page.

 

In this page, you can press the Disconnect button and move on to sync the clients, invoices, payments and inventories of another company or close the syncing process.