If Xero is your chosen accounting platform, Octane also offers a seamless integration
- New customers created in Octane can get pushed automatically to Xero, and vice versa. Existing Xero customers can also be associated with an Octane customer.
- New invoices created in Octane can get pushed automatically to Xero.
Similar to Quickbooks, there is minimal lag in these events.
Click this button in the Octane portal & authorize through Xero:
Use this module on a customer's page to either generate a Xero customer or link to an existing one:
After the customer is linked, new Octane invoices will show up in Xero once they are issued.
In order for Octane to be able to create Payments in Xero (i.e mark an invoice as paid), you must set the EnablePaymentsToAccount field in your vendor invoicing account to True: