Connect Xero Accounts to AGG SMART

Connect Xero Accounts to AGG SMART


You can connect Xero Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Xero.

It will also bring customer credit limits and account balances across from Xero to AGG SMART so you can see a customers financial position before putting an order onto the system for them (more info here).

To connect Xero to AGG SMART, go the the Admin area in AGG SMART and then click the "Connect Accounts" button.



Mark invoices paid on Xero when marked paid on AGG SMART

if you would also like AGG SMART to mark invoices paid on Xero when they are marked as paid on AGG SMART, please let us know and we can set this up for you. You will need to let us know the bank account code which you want payments assigned to. See how to get this code below:




    • Related Articles

    • Connect Quickbooks to AGG SMART

      You can connect Quickbooks Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Quickbooks . It will also bring customer credit limits and account balances across from Quickbooks to AGG SMART so you can see ...

    • Xero Credit Limits

      AGG SMART can show customer credit limits when booking in a job. Xero does not output the credit limit through its API, so we need a work around. So, if you update the customer's Xero Network Key with the credit limit, then AGG SMART will use that as ...

    • Quickbooks Online Credit Limits

      AGG SMART can show customer credit limits when booking in a job. Quickbooks does not output the credit limit through its API, so we need a work around. So, if you update the customer's FAX number with the credit limit, then AGG SMART will use that as ...

    • Payment Column

      The payment column within 'Customers / Quotes' table changes colour and updates based on the payment status of the invoice and the card authorisation status. GREEN BACKGROUND A green background, as shown by the red arrow in Figure 1 below, means the ...

    • NEW - PayLinks and Online Ordering

      ?? Take orders while you sleep. With AGG SMART Online Ordering & Paylinks, your customers can: ✅ Place orders online 24/7 ✅ Pay instantly and securely by card ✅ Save time on the phone and get money in faster No more chasing payments. No more ...