Setting up Xero
Connect Xero so invoices and bills become Routelink tasks you can plan and dispatch.
Xero holds the invoices and bills you already raise. Connecting it lets those documents become delivery tasks in Routelink.
Before you start
- A Routelink account with permission to add integrations
- A Xero organisation and a user who can authorise apps
1. Add the integration
In Routelink, go to Settings → Integrations, choose Xero, and give it a name you’ll recognise later.
2. Connect your organisation
Authorise Routelink to read the invoices or bills you want delivered. Use a Xero user with access to the right organisation.
3. Choose what to sync
Pick which document types and statuses should become tasks — for example authorised invoices with a delivery address. Map customer name, address and reference so drivers see the same numbers as accounts.
4. Test it
Create or approve a test invoice in Xero and confirm a matching task appears in Routelink. Check the address and invoice number before you go live.
Next steps
Still stuck? Email [email protected] and we'll help you out.