Xero and Teamgate integration allow tracking and creating Xero invoices straight from Teamgate account. Invoices may be issued at the same moment when the deal is won. As well as, by integrating Xero with Teamgate your customer details can be linked between two accounts with a single click.
Note: Xero and Teamgate integration is available for Enterprise Plan users only. See how to upgrade your plan here.
1. How to integrate Xero with Teamgate?
For the integration to be successful, you should have Xero account created and login details (email address and password) at hand. If you do not have Xero account, please click this link and sign up.
1.1. Connect to Teamgate account and navigate to Settings > Additional features > Integrations > scroll down or use search to find Xero integration block.
1.2. Move the slider to the right and authorize Xero account > enter an Email address and password > click login.
1.3. After you will be redirected to Teamgate integrations page and will see that Xero integration is enabled. As well as you will see which Xero account is connected.