Xero sync and CSV export for NZ trade businesses
Invoices and payments sync with Xero on Pro and Enterprise, and every plan can export Xero-ready CSV files. Here is how both work.
Xero · 2 min read
You do the work in ONYX1. Your books live in Xero. Nobody should have to type the same invoice twice. ONYX1 gives you two ways across: a live connection on Pro and Enterprise, and CSV files on every plan.
Live sync on Pro and Enterprise
The owner or an admin connects your Xero organisation from Settings. You approve access on Xero's own screen, and you can disconnect at any time. Connecting moves nothing on its own. Every setting starts at Off, and you choose what syncs and which way.
- Invoices: send them from ONYX1 to Xero, bring them in from Xero, or both.
- Quotes: quotes raised in Xero come into ONYX1. Quotes you raise in ONYX1 stay in ONYX1.
- Payments you record in ONYX1 go to Xero, once you tell ONYX1 which bank account they post to.
- When an invoice is paid and reconciled in Xero, ONYX1 marks it paid for you, so you can see who has paid without opening Xero.
Sync runs about every 30 minutes, so a change made in Xero can take up to half an hour to show in ONYX1.
Built to keep your books clean
- Nothing old gets sent. Only invoices issued after you switch sync on go to Xero, so invoices you already keyed in by hand are not doubled up.
- Locked periods stay locked. If you have locked a period in Xero after filing GST, ONYX1 will not post an invoice or payment dated inside it.
- Demo data stays out. ONYX1 will not sync with anything that looks like one of Xero's demo organisations.
- If something is held back, the invoice says why, such as a missing bank account code.
- Only the owner and admins can connect or change the connection, and its access key is stored encrypted.
CSV export on every plan
On Basic, or if you would rather not connect, you can still download files built for Xero's importer: invoices, customers as contacts, and payments. Set your sales account code and your GST rate names once, so the files match your Xero organisation. Prices go across so Xero adds the right GST, including on zero-rated work. Draft and voided invoices are left out. Your office staff can download the files too, so your accountant gets them without you.
Using both? Before you import a file, take out any invoice dated on or after the day sync started, or Xero will end up with two copies. The Xero settings page shows that date.
Set it up
Step by step, in the ONYX1 help centre.
Keep reading
- Timesheet exception rules that never change payONYX1 reads every timesheet and writes a plain sentence on the ones worth a look. It never changes the hours or stops an approval. You decide.
- Safety forms that must be signed before clock-inMake a signed safety form the key to the clock on every job. Each worker signs their own, and no one can delete an incident report.
- Working with no signal: what ONYX1 does offlineJob status changes, job and incident photos, and daily-report co-signatures queue on the phone. Other writes need a signal.