This section explains how documents are exported into Xero.


To access this screen open the following menu: Settings > Export Settings.





Invoice Export Settings


Invoice GST Tax Code
Enter the name of the tax code to use for all taxable products on invoices. This has to match exactly a tax rate name already registered in Xero.
Invoice GST Tax Exempt Code
Enter the name of the tax code to use for all tax free products on invoices. This has to match exactly a tax rate name already registered in Xero.
Sale Prices in ConnectWise are
Select among the following options:
  • Excluding Tax:  Use this option if prices in ConnectWise are entered excluding tax.
  • Including Tax: Use this option if prices in ConnectWise are entered including tax.
Invoice Prefix
This prefix will be applied to the invoice number when exporting to Xero. The parameter is optional.
Example: if the invoice number is 100 in ConnectWise and you enter INV- as the prefix, then the exported invoice number will be INV-100.
This is particularly useful to distinguish them from invoices exported as Credit Notes. Invoices are exported as Credit Notes if they are negative.
Invoice Suffix
This suffix will be applied to the invoice number when exporting to Xero. The parameter is optional.
Example: if the invoice number is 100 in ConnectWise and you enter INV- as the prefix and -YZ as the suffix, then the exported invoice number becomes INV-100-YZ.
Credit Note Prefix 
This prefix will be applied to the credit note number when exporting to Xero. The parameter is optional.
Negative invoices are exported to Xero as Credit Notes, not as invoices. So this setting applies to these cases only.
Example: if the invoice number is 100 in ConnectWise and you enter CN- as the prefix, then the exported credit note number will be CN-100.
This is particularly useful to distinguish invoices from credit notes. Especially if one invoice contains both revenue and returns, this invoice will be exported as an invoice and a credit note with the same number.
Credit Note Suffix 
This suffix will be applied to the credit note number when exporting to xero. This parameter is optional.
Example: If the invoice number is 100 in ConnectWise and you enter CN- as the prefix and -YZ as the suffix, then the exported credit note number becomes CN-100-YZ.
Invoice Summary
Select Summarised to export summarised description for invoices. For example, for time entries, the description will be simple "Time".
Select Detailed to export more detailed description for invoices. For example, for time entries, instead of showing just the word "Time" it will show richer information containing the ticket number, etc.


Procurement Export Settings


Procurement GST Tax Code
Enter the name of the tax code to use for all taxable products on purchases. This has to match exactly a tax rate name already registered in Xero.
Procurement GST Tax Exempt Code
Enter the name of the tax code to use for all tax free products. This has to match exactly a tax rate name already registered in Xero.
Procurement Prefix
This prefix will be applied to the Purchase number when exporting to Xero. The parameter is optional.
Example: if the Purchase number is 100 in ConnectWise and you enter PO- as the prefix, then the exported purchase number will be PO-100.
Procurement Freight Taxable
Tick this box to indicate that the freight in ConnectWise is taxable.
Procurement Freight Account Code
GL account to be used for freight amounts exported in Xero. This has to match an existing account in Xero's expense chart of accounts.
Procurement Prices in ConnectWise are
Select among the following options:
  • Excluding Tax:  Use this option if prices in ConnectWise are entered excluding tax.
  • Including Tax: Use this option if prices in ConnectWise are entered including tax.
Procurement Number to Use
This option defines which purchase order number to map to the exported purchase order reference number in Xero. Available options are:
  • P.O. Number: Use this option to use the Purchase Order Number.
  • Vendor Invoice Number: Use this option to use the Supplier's Invoice Number if one is provided, otherwise the P.O. Number will be used instead.
Procurement Date to Use
This option defines which date to apply to the exported purchase order in Xero. Available options are:
  • P.O. Date: Use this option to use the Purchase Order's date.
  • Vendor Invoice Date: Use this option to use the date on the supplier's invoice if one is provided, otherwise the P.O.Date will be used instead.


Expense Export Settings


Expense Tax Code       
Enter the name of the tax code to use for all taxable expenses. This has to match exactly a tax rate name already registered in Xero.
Expense Amounts in Connectwise are
Select among the following options:
  • Excluding Tax: Use this option if expenses in ConnectWise are entered excluding tax.
  • Including Tax: Use this option if expenses in ConnectWise are entered including tax.
Default User First Name

Default User Last Name
Exporting of expenses to Xero require a Xero user account, aside from the contact. If there are expenses meant for an employee that does not have a corresponding Xero user account, First and Last name of a default/Admin user will be used to map expenses.


Generic Export Settings


Status of exported invoices, credit notes and purchase orders
Indicate on which approval stage will exported documents be in when exported into Xero. Available options are:
  • Submitted: To export them as submitted only, so that they are ready to be approved.
  • Authorised: to export them as approved already.
Create New Customer
Enable this option if you want the integration tool to register customers for exported invoices if they are not yet registered in Xero.
Update Customer
Enable this option if you want the integration tool to update data for registered customers along with exported invoices.
Create New Supplier
Enable this option if you want the integration tool to register suppliers for exported purchases if they are not yet registered in Xero.
Update Supplier
Enable this option if you want the integration tool to update data for registered suppliers along with exported purchases.
Create New Product Item
Enable this option if you want the integration tool to register products for exported invoices and purchases if they are not yet registered in Xero.
Update Product Item
Enable this option if you want the integration tool to update data for registered products along with exported invoices or purchases.