4. Copy the Client secret 1 and send the following details to support@crewcard.co.
Admin has Access to Update the Client XERO ID in Client Profile Page.
When setting is enabled:
The Xero Client ID field in the Client Profile becomes editable for users with Admin access.
When the setting is disabled, Admin accounts will still be able to view the Client XERO ID section, but the field will be greyed out and not editable.
Please contact us at email us at support@crewcard.co to provide admin users to update the Xero Client ID field in a client’s profile.
Where do we get the XERO ID to map to the Client Profile?
Log in to Xero.
Go to Contacts → search and select the client.
Once the client’s details page opens, check the URL in your browser.
Example:
The long alphanumeric code after /View/ is the Client ID.
Copy that and map it to the Client Profile page. Please see the sample screenshot for reference.
Export in Invoice Page
To Export Invoice to XERO, click the Export Invoice to XERO in the Invoice Page.
Xero Bulk Send
The “Xero Bulk Send” feature enables bulk export of invoices to Xero from the Jobs page. This function allows users to send multiple selected jobs/invoices to Xero in a single action.
Navigate to the Jobs Page. Select Jobs for Export, Tick the checkboxes next to the jobs you wish to export.
Choose the “Xero Bulk Send” Action. Click on the “Select Actions” dropdown and Select “Xero Bulk Send” from the list.
The Xero login page will appear.Enter your Xero user credentials to proceed.
Select the organization from the list. Click the “Continue with Organization” button located at the footer of the page.
A pop-up notification will confirm the export process. Message: “Invoices exported to Xero.”
Each exported invoice will have a log entry, similar to the existing individual invoice export logs and Each invoice will display a “Last Exported” timestamp below the “Export Invoice to Xero” button after a successful export.
If an export fails, a pop-up notification will display the reason. Example messages:
Title: “Invoice Failed to Export”
A marker will be displayed next to each invoice number to indicate the export status:
These markers function similarly to the ongoing and timesheet markers.
