Tip#44: Integrate with Xero to manage your financial operations

Tip#44: Integrate with Xero to manage your financial operations



Managing your project finances becomes more efficient with Xero integration in Zoho Sprints. With this integration, you can sync your Zoho Sprints data with Xero. Once you sync them to Xero, you can easily create invoices in Xero. This feature significantly reduces manual effort and the risk of errors.

With the Xero extension installed in your Zoho Sprints workspace, you can:
  • Sync projects and work items directly to Xero
  • Log the work hours and sync them to your Xero account
  • Create invoices in Xero with the synced log hours
  • Streamline your billing process
Let's take an example to understand this integration better. As a project manager, creating invoices and calculating expenses becomes significantly easier when you integrate your tools effectively. If you have a Xero account, you can streamline the invoicing process by installing the Xero extension from the Zoho Sprints Marketplace.

To calculate a project's expenses in Xero, follow these steps:
  1. Sync the project from Zoho Sprints to Xero
    Navigate to the project’s details view in Zoho Sprints, then click the Xero icon in the right panel to initiate the sync.
  2. Sync work items
    Open any work item within the synced project and sync it with Xero.
  3. Add Log hours and sync with Xero
    Add log hours to the work item and ensure the "Add to Xero" option is checked.
Once this setup is complete, the project manager can click on the Xero widget located in the right navigation panel of the entity in Zoho Sprints. Click on the hyperlink in the Xero widget to switch to the corresponding page in Xero, where you can generate invoices.

Refer to this help document for a step-by-step process on how to install the extension and work with it effectively.

Should you have any questions, feel free to drop by in the comments section or send an email to support@zohosprints.com.
 
Thank you,
Zoho Sprints Team



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