Hi! this is Libin from Work Perfect. Today I would like to introduce our Xero integration with monday.com Today I would like to introduce our Xero integration with monday.com In this video, I would like to show you how do we create accounts and contacts from monday.com board and push this information to Xero. After this we would like to show you how do we create invoices in monday.com board and push the invoice information to Xero and push the invoice information to Xero. Let's get started. First, I would like to create a demo company and also create a contact for this demo company. We just put the phone and email address for the contact. And we can also put the ABN for the demo company And we can also put the ABN for the demo company And we can also put the ABN for the demo company And we can also put the ABN for the demo company And the postal address for the company here. will We will put Sydney and the ABN. We will put Sydney and for the ABN will just put a random number. So once we click 'Create/Update' and we wait for a little bit, We can see the Xero content ID We can see the Xero content ID Just get created and the demo company moves to the existing account. Let's go to Xero and check the new created contact. Let's go to Xero and check the new created contact. We can see the demo company just created, you can see the contact person, the postal address and ABN. the postal address and ABN. Once we have the Xero contact ID in the Accounts board, Once we have the Xero contact ID in the Accounts board, Now we can create invoices. For example, I create an invoice for the demo company and I select account code, reference, description I select account code, reference, description and put a due date, and deal value. Last step we just need to connect the account. We select the Demo company, then we can click the draft button, draft invoice and we can see the invoice number showing here and the status changed to drafted. Let's go back to Xero and see the invoice. And we can see the description,
unit price and the account code is showing exactly the same as the one in the monday board. Thanks for watching!
