Integration
Xero Integration for Inventory and Workshops NZ
Re-typing invoices into Xero costs time and invites mistakes. OrderPilot and Auto Desk both connect to your Xero account so your day-to-day records and your books agree.
What it does
Xero with our platforms
- OrderPilot: keep customers (contacts) and products (items) in step with Xero
- OrderPilot: push invoices, recorded payments and credit notes to Xero
- OrderPilot: receive updates back from Xero through webhooks
- Auto Desk: connect your Xero account and sync invoicing with it
How it works
Set up in three steps
- 01
Open the integration settings in your platform and choose Xero.
- 02
Sign in to Xero and approve the connection.
- 03
Your records start syncing, and you can disconnect at any time.
Products
Products that connect to Xero
OrderPilot
Inventory, order management and CRM in one system: quotes, orders, stock, purchasing, shipping and invoicing, with Xero, Shopify, Trade Me and NZ Post connected.
Automotive workshopsAuto Desk
Garage management for independent New Zealand workshops: bookings, work orders, invoices, WOF reminders, parts and loan cars, on desktop and iPad.
FAQ
Xero questions
Which products connect to Xero?
OrderPilot and Auto Desk. The joinery project platform does not include a Xero connection.
Do I need to give you my Xero password?
No. You approve the connection by signing in to Xero yourself, using Xero's own authorisation screen.
Can I disconnect Xero later?
Yes. You can disconnect the connection from the integration settings.