The following guide will walk you through the integration with Xero and assumes you already have a working account with them. If you haven't done so already then it is advised you do this first before going ahead. It is also highly recommended that you add your bank account to your accounts package before enabling the integration. You will be asked to select the account where customer's invoices can be paid towards when you setup and authenticate GES with Xero.

The integration is included in your seven-day free trial. It is also a feature of our Grow Plan, which offers exciting additional benefits like the ability to add additional users and customise their permissions.

GES can sync your customers, invoices, and payments to Xero

If you already have existing customers in your Xero account you can sync them across to Gas Engineer Software at the point of setup.

Gas Engineer Software and Xero have a two-way synchronisation, meaning that updates you make to your customers and invoices on Gas Engineer Software will sync onto the accounting software, but also any of these changes made to customers' details on Xero can be synced to Gas Engineer Software.
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Any new customers/invoices created in Gas Engineer Software will automatically and organically sync across to Xero as you do them - nice and easy! 😄

Your customers will transfer over to Xero as you edit them or when you create an invoice for them. So you can carry on creating customers and invoicing in Gas Engineer Software and they will automatically populate into Xero!

You can now sign up and sign in to Gas Engineer Software using your Xero account through our web portal. If you already have a Xero account, you can simply sign up using your existing account details, which will create a subscription to Gas Engineer Software. For those who do not have a Xero account yet, you can sign up and create one to use with our software.

If you have not added your bank account yet, it is highly recommended that you do so now, before authenticating. If there is no bank account, a dummy one will be created for payments. If payments get made to this account, you can only move them from it individually to another bank account at a later date. This is avoidable if you add your bank first.

After this step has been completed your GES account will then be linked with your accounting software. The status indicator on your Integration Settings page should now indicate that the link is now active.

The tick boxes will change the behaviour of the integration. If, for example, the Sync customers option is checked then any new customers you create will automatically be synced to your accounting package.

Alternatively, if the 'Sync invoices' option is checked, then both your customers and invoices will automatically be synced to your accounting package.

You open the Subscription Settings, and remove it from there by clicking on the "Manage Subscription" button.

The only way to sync older records is to open the individually on the web portal, and then quickly edit and re-issue the invoice. This will update the invoices timestamp, and sync it over immediately. This is the same for contacts/customers. Any edits to a contact not already in Xero, will sync that contact over immediately.
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Please note, however, that if you export all of your invoices via the instructions in 'Export your users to Xero' you won't have to do this.

Syncing occurs usually straight away, but there can be delays depending on connection congestion etc. The sync is automatic - if you issue an invoice, it will automatically sync the invoice and the customer. There are only 2 settings for the synchronisation once you have setup and authenticated; sync customers, and sync invoices. You must have sync customers enabled before invoices can be synced as well.

Invoices you create in Gas Engineer Software with CIS line items can sync seamlessly to your Xero account, however, in order for this to work - you must first enable CIS in your Xero account. You can find an article from Xero here.