Step 1: Access The Integrations Portal
To access the portal simply select Setup > Integrations and locate the following tile:
Step 2: Import customers
Click the Import customers button on the Xero tile.
If you are an existing subscriber of Matters.Cloud and have recently setup Xero you may wish to export your existing Clients to Xer.
The integrations portal allows you to configure integrations with common cloud-based platforms.
To access the portal simply select Setup > Integrations and locate the FreeAgent tile.
Step 2: Export Existing Clients
Export your existing clients by clicking the Export clients button on the Xero tile.
This will do the following:
Create a new Contact within Xero for every Client within Matters.Cloud
Update Matters.Cloud so that any updates made to the Client going forward be published to Xero automatically.
Step 3: Export Existing Invoices
You can export existing Invoices from Matters.Cloud to Xero by clicking the Export invoices button on the Xero tile.