Business Solutions

Add-on: Tidy & Xero in Partnership

What is Xero?

Xero is cloud based accounting software with over 500,000 subscribers worldwide. It’s simple to use and is accessible anywhere you have an internet connection. Some other great features that are built in to Xero include payroll, bank feeds, customisable reporting and native apps for Android and iOs.

Since the very early days, Xero has had an open API which has allowed companies such as Tidy to tightly integrate with the platform. Tidy is a long standing established partner with Xero.

Xero combines with:

The Tidy team’s top five reason to integrate Tidy and Xero

  • Xero is easy to use, and it can provide you with a ‘virtual CFO’ allowing your accountant/bookkeepers real-time access to your data for expert help.
  • Tidy partners are familiar with Xero
  • Xero has high quality support
  • Integration minimises administration time and stops double handling of data.
  • Xero helps you keep a close eye on your cashflow through built in bank feeds

 

How does Xero integrate with Tidy?

The integration includes Tidy purchase orders and customers. You can create a proposal in Tidy and pick a customer from your Xero database. If you create a new customer in either systems, this information is synced automatically in the other system.

A purchase order raised in Tidy can be sent to your accounts payable in Xero. Once the project is ready for billing, one click will create a draft or final invoice in Xero ready for your normal billing process.

Time, expenses and materials logged in Tidy can automatically create Invoices and Purchase Orders – ready for processing when you are!

Okay, I am using Xero and Tidy. How do I proceed?

Step 1. Sign in to your Tidy account
Step 2. Go to 'Global Settings' at the top of your browser window
Step 3. Locate the ‘Xero’ section in the 'organization' tab of 'Global Settings' and click it
Step 4. You will now see a green button ‘Connect to Xero”
Step 5. Clicking the button will open a new browser window where you’ll be asked to authenticate with Xero (just follow the prompts)
Step 6. You have now connected Tidy with Xero!

Read more about the Xero integration on our support pages.

I really like the sound of integrating my accounting software with Tidy but I do not use Xero. What are my options?

A developer can use the Tidy API to integrate with your preferred accounting software of choice. Read more about our developer API.

I would like assistance with configuring Tidy and Xero, and perhaps some other solutions, can you help?

The team at Tidy can help you configure and optimise Tidy, but we are not experts on other solutions. Tidy works with competent cloud integration partners all around the world. Find the integration partner nearest you.

Summary of the benefits of the Xero and Tidy connector

  • Tidy customer information is shared with Xero
  • Purchase orders can be pushed to Xero accounts payable without any double handling
  • Invoicable amounts can be pushed to Xero accounts receivable
  • You are able to map to Xero revenue and expense streams