Xero integration beta testing

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  • Announcement
  • Updated 8 months ago
  • (Edited)
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Smartsoft is pleased to announce that we have now completed the Xero integration and are in the final stages of internal testing and documentation.

We are looking for a group of beta testers that are happy to trial the new integration in early January. Initially, we are looking for:

  • Front Desk users that do not currently use Xero, but are looking to start using Xero in the near future or;
  • Front Desk users that currently use Xero that are happy to create a new Xero account to familiarise themselves with this new functionality.

Xero offers free 30-day trials to evaluate their product, which can be used for the beta testing.

Following this initial beta testing, we will commence a second beta test program to test the interface in production Xero environments.

Users that are interested in participating in the beta testing can register their interest by opening a support case at www.smartsoft.com.au/support with ‘Xero Beta Testing’ in the description field.
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Timothy, Business Care Manager

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Posted 1 year ago

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8 months ago
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Timothy, Business Care Manager

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Official Response
We are pleased to announce that the Front Desk Xero integration is now available for general release in Front Desk v19.0. We would like to extend a big thank you to our group of beta testers for their assistance throughout the testing process.

The Xero integration is provided on a self-installation basis by following the detailed Xero Integration User Guide. For those users wishing to have an assisted installation and configuration of this interface, Smartsoft can provide this professional service. For more information on this service, please click here.

Key integration features include:
  •  3 types of integrations: Daily Summary (recommended for most users), Detailed & Detailed-Single Contact
  •  Ability to synch practice groups to different organisations within the same Xero account or to separate Xero subscriptions
  •  Detailed breakdown of payments in Xero to help with reconciliation
Before using this integration, please note that Xero does not provide any means to reverse an upload made to their system. It is essential that you test your integration using a Xero trial account before uploading data to your live (production) Xero organisation. Xero offers a free 30-day trial organisation, which is ideal for this purpose.
(Edited)
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