Integrate SignWell With Xero Accounting Software

Note: The Xero integration is currently in beta. If you run into any issues or have feedback, reach out to us at integrations@signwell.com.

Xero is an accounting system that lets you connect with SignWell to send, sign, and manage your Quotes and Invoices.

We offer an integration with Xero. Here are a few of the key features of this integration:

Create documents in SignWell from Xero Quotes and Invoices, prepopulated with customer information and email messages.
Send and electronically sign Xero Quotes or Invoices in SignWell, and append signed documents to the corresponding records in Xero.
Track and automatically update the status of Quotes in SignWell, and simultaneously in Xero.
Track signature events in Xero as Notes for a clear audit history

Getting Started with Xero

You can learn more or sign up by visiting their website: https://www.xero.com/

How do I connect SignWell with Xero?

You can connect SignWell with Xero in either of 2 different ways: from within your Xero account, or from within your SignWell account.

Connect Within SignWell

Log in to your SignWell account, navigate to Settings > Integrations, and select "Connect" in the Xero integration option.

You will need to log into your Xero account (or sign up if you don't have an account yet) and authorize SignWell to access your data in Xero.

The integration with SignWell and Xero will then be active.

Access Within Xero

After successfully connecting SignWell and Xero, you will be able to initiate the integration with SignWell from within your Xero account by navigating to your Apps and selecting SignWell there:

Send Xero Statements For Signature

You can send your Xero records for e-signing by selecting your Quotes or Invoices from within SignWell.

To send a Quote or Invoice to be e-signed, click on the " New Document" button from your Documents dashboard:

If you have multiple integrations connected in your SignWell account, you will need to select "Xero" from the "Use Active Integration" dropdown:

SignWell will show a list of your Xero statements with the most recent displayed by default:

If you don't see the Quote or Invoice you're looking for, click Search and enter the Quote number (switch to the Invoice tab to Search for an Invoice).

You will need to click on the " Search" button or press ENTER on your keyboard to initiate the search in Xero:

If you are still not finding the Quote or Invoice that you're looking for, please note that your Quotes in Xero need to be Sent, and your Invoices need to be approved and sent.

You can select single or multiple statements from Xero (as long as they belong to the same Customer - you may not create documents using statements from different customers):

When you're ready, click the " Continue" button.

If the selected Xero statement(s) doesn't have a customer email, you'll be prompted to add their Contact details on the following screen.

Click " Prepare" to preview the document, add fields, or adjust the Signature and Date fields, which are automatically placed and assigned to your customer:

When you're done, you can click " Send" in the top right corner to view the email message that will be sent to your customer.

If you had a " Note to Customer" on the corresponding Quote or Invoice in Xero, the note will be included in the send message for the document in SignWell. You can make adjustments as needed before sending for signing.

SignWell tracks the signing process and notifies you once the document is viewed and completed.

For more information on document status and notification updates, please see our help docs for Sending a Document and Document Statuses.

Curious what your customer will see when you send them a document? See our Recipient Guide.

When the Quote is successfully completed in SignWell, the status of the Quote will update to Accepted in Xero:

Convert Quotes Into Invoices

In the Settings > Integrations area for Xero, you can enable or disable the setting to Convert signed Quotes into Invoices:

With this setting enabled, documents that were created from your Quotes and completed in SignWell will instantly convert into an Invoice in Xero.

The Invoice will be created as a draft, so you will need to log into Xero to finish editing and sending the Invoice.

Update Xero With Document Activity

By default, the settings to Send Signed Quotes and Invoices to Xero as Attachment and to Send signed documents to Xero as note will be enabled:

Note: that you cannot enable the setting to send your signed documents to Xero as notes without also enabling the attachment setting:

If you enable the setting to Send Signed Quotes and Invoices to Xero as Attachment, then your signed document will be added as an Attachment to the corresponding Xero Quote or Invoice:

If the note setting has been enabled, the URL for your signed document will be added as a Note to the corresponding Xero Quote or Invoice:

Deactivating Your Xero Integration

To deactivate your Xero integration, simply go to Settings > Integrations. Click "Deactivate Integration".

This will successfully disable the integration connection between SignWell and Xero in that Workspace.

Still need help? Please email our support: support@signwell.com.