# Setting up Xero — Routelink

Source: https://routelink.app/help/integrations/xero/

# 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

*   [Importing tasks from a spreadsheet](https://routelink.app/help/importing-tasks/importing-tasks-from-a-spreadsheet)
*   [All integrations](https://routelink.app/integrations)

Still stuck? Email [support@routelink.app](mailto:support@routelink.app) and we'll help you out.