Using the Xero Integration
Push a Gold-Vision Account to Xero ContactBased on the company requirements the Gold-Vision Accounts can be pushed to Xero using different methods: In the example below the Account is pushed to Xero on creation:
The mapping applied from Gold-Vision to Xero will depend on how the information is sent between systems. Click here to find out more about setting the integration mappings.
Note you may need to refresh before the account appears
Push a Gold-Vision Quote to a Xero Draft InvoiceBased on the configuration alerts setup for your Gold-Vision system, Quotes will be pushed to Xero Draft Invoices. In the example below the Quote is pushed to Xero when the Quote Status is set to Closed – Won:
Note you will need a minimum of a product code/summary for the integration to work.
Click here to find out more on how to create and manage Quotes in Gold-Vision.
You may need to refresh the page before it appears.
Live product pickerThere are 2 options on how to add Live Products to a Gold-Vision quote:
- Click on the live product picker icon
Please note, that your Xero account will need to be authenticated with Gold-Vision for this functionality. Click here to find out how to authenticate.