In this article, you will learn more about the integration between Actionstep and Xero. There are several links to more detailed articles in each section.
The Xero integration allows you to push billing information from Actionstep through to Xero. The integration is 'one-way', which means that anything entered into Actionstep is copied through to Xero, but any data entered into Xero directly does not get pushed through to Actionstep.
For more information on how the integration works, please see our FAQ.
To set up the integration, you will first need to reach out to our friendly support team (firstname.lastname@example.org) to organize the extension for your local system. After that, you'll need to map links between your accounts in Actionstep and Xero, so that Xero knows how to allocate the entries pushed through from Actionstep.
For more information on configuring the integration, please see this article.
Error Messages / Troubleshooting
You may occasionally receive error messages when trying to process transactions that will be pushed through to Xero via the integration. This can happen for several different reasons, including but not limited to:
- A bill having already been paid or written-off in Xero
- A reference # missing from one of the accounts set up in Xero
- The API server responsible for the integration being offline or unstable
For more information on these messages and how you can troubleshoot them, please see this article.