Freshworks Marketplace

App cover art submitted by the app developer that represents the app

Xero For Freshservice

verified badge symbolVerified by Freshworks
Create Xero invoices with billable items inside Freshservice.
Published by Arbaandemo(about 9 months ago)
Free
3.0 (2)
download
23
Version History
Version 3.0
Supported for
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Install
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The integration between your Xero and Freshservice accounts enables the agents to create draft invoices and view them inside Freshservice itself, without having to switch tabs. With this integration, Agents can: * Associate the time-sheets of the tickets you’ve resolved to Xero draft invoices. Once a ticket has been closed and time-sheets finalized, the agent can select the “Create Invoice” button to create a draft invoice in Xero. * Create a new ticket, associating a contact and create an invoice for that. By doing this, a new contact will be created in Xero with the requester name and email ID. * Link the ticket to an existing invoice (if the ticket requester’s email ID or Company name matches a contact in XERO) instead of creating a new one. * View the current status of the invoice inside Freshservice itself. If an invoice is approved or deleted in Xero, then the same will be reflected in here. Agents can then unlink the invoice from the ticket. * View the complete details of the invoice with inventory items (Items’ rates will be automatically updated in Xero) * Log multiple time-entries for multiple items.
3.0
download
23 installs
Sign in to review app
2
5
star-fill
4
star-fill
3
star-fill
2
star-fill
1
star-fill
Jeff Yana
To enable the integration, 1. Sign in to your Freshservice Account as Admin. 2. Under Helpdesk Productivity, choose Apps. Click “Get More Apps”. 3. Find Xero-Freshservice and click on “Install”. 4. You will be redirected to Xero to complete the authorization process. 5. Once authorized, you’ll be taken to the installation page. 6. Fill your Freshservice domain and API key and click on continue to verify the credentials. 7. Once Freshservice credentials are verified, you will be taken to Xero's options page where you'll be asked to select some things, under three different categories as below. The Chart of Accounts: * Freshservice will pull all account names associated with Xero's “Chart of Accounts”. * Specify which accounts you want agents to access while creating draft invoices. * “Sales” will always be selected by default. You can then optimize according to your requirement. Inventory: * Specify which Inventory items you want agents to access when creating draft invoices. * The time sheet entries can be associated to Xero inventory items that have a selling price set according to the hourly rate that a business wants to charge a customer. * This rate would therefore be applied to the invoiced line items (timesheet entry) and the total invoice value will be calculated automatically. * The Xero admin would simply need to approve this invoice and forward it to the customer for payment (This is to be done from Xero only). Default Description: * The default text for description for each line item of the invoice. You can edit or add according to your requirements. * Once done with these, hit “Save” and you’re good to go.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
close modal
close modal
Go to Developer Portal