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This integration selects new Xero invoices and imports them to FreshBooks.

Note: It does not import pre-existing Xero invoices to FreshBooks.

Note: Xero accounts and items should be pre-synced with FreshBooks clients, items, and/or services.

How to Set Up

  1. Select or create connections: Xero connection for Source and FreshBooks connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create FreshBooks invoices from specific new Xero invoices, configure filters in the task editor.