In Hyperline, navigate to the Settings > Integrations page
2
Click Connect on the Xero card
3
Authenticate on Xero
If you are not already logged into Xero, enter your Xero credentials to proceed.
4
Select the organisation you wish to connect
Choose the organisation you want to link to Hyperline, then click Allow
access.
By default, your default invoicing entity will be linked to this
organisation. If you want to link a different entity, please contact our
support team.
5
That's it!
Your Hyperline account is ready to send invoices and credit notes.
If you already have existing customers in Xero, we’ll need to link them with the corresponding customers in Hyperline. Our support team is available to assist you with this process during onboarding.
When you connect your Xero account, Hyperline automatically sends invoices with their complete details (including line items and PDF file).
By default, only invoices and customers created after the connection date will sync. If you need to push older data to Xero, please contact our support team.
Xero supports associating a product code and an account code to every invoice line item. You will need to configure the product code and the General Ledger account code for every product that you intend to invoice in Xero, in the Products > Advanced settings section.If no account code is defined, the default invoice or credit note account code will be used.