Setup
Step 1 - General Settings and Connect Xero
Throughout the documentation the word Ticket is used but is interchangeable with Work Order, Service Request etc. General Settings 1. If you haven't already, log in to AccountsInSync settings at https://system.accountsinsync.com/ 2. Click the General ...
Step 2 - Connect BlueFolder
Perform the following steps to connect to BlueFolder to AccountsInSync: Log in to BlueFolder and access the BlueFolder API Settings by clicking Settings-->Integration In the drop down menu next to 'Grant API access to:', choose a user (preferably ...
Step 3 - Setup Tax Rates
In BlueFolder, access the BlueFolder Tax Codes settings by clicking Settings-->General Settings-->Tax Codes. Click the name of the first Tax Code listed. If more than tax code is listed, repeat these steps for each tax code. OR If there are no ...
Step 5 - Sync Settings
The integration is now set up. You can go ahead and close a test ticket in BlueFolder and see the invoice created in Xero within about 30 seconds. In AccountsInSync, the BlueFolder & Xero settings screen provides the ability to customise how invoices ...
Step 4 - Setup Callback
By setting up the Closed Ticket callback in BlueFolder, when a ticket is closed AccountsInSync is notified to process that ticket. In BlueFolder, access the BlueFolder CallbacList settings by clicking Settings-->Integration-->Callback List Review if ...