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Xero-for-Freshdesk

This app allows you to record Freshdesk timesheet entries as billable items on Xero draft invoices.
Free
3.3 (3)
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77 installs
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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.
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OverviewReviewsHow to install?Privacy & SecurityNew
Agents can use the Freshdesk-Xero app to associate the time-sheets of the tickets they’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. If the Ticket Requester’s Company name or email ID matches a contact in Xero, agents can link the ticket to an existing invoice instead of creating a new one. But if there is no contact that matches the ticket requester, a new contact will be created in Xero with the Requester Name when the invoice is created. When an agent clicks on “Create Invoice” or “Edit” the time-sheet from the current ticket will be automatically populated on the draft invoice screen. In case this is an “Edit” action and the invoice already has existing time-sheet entries from another ticket, then those entries would be read-only. Agents can associate each time-sheet entry with an inventory item. Agents will be able to select only those items which Admins have authorized for display via the app configuration page. If an inventory item from Xero is selected, then the unit price and related tax rates will be automatically applied in Xero. If no inventory item exists or if an agent chooses not to link an inventory item with a time-sheet entry, agents will have to select an “Account” name. This “Account” name will be applied to all time-sheet entries which do not have inventory items linked with them. Once an agent has filled in all the details, clicking on the “Create” button will link the resulting Xero draft invoice to the Freshdesk ticket. Subsequently, on the ticket details page, agents can see the invoice name and current status of the invoice. They can also view additional details of the invoice at any time by clicking on the “View” link. Admins have to approve draft invoices in Xero before it is sent out to customers. Admins will also have the ability to delete invoices from Xero.
3.3
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77 installs
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Jawid Dadarkar
Follow these steps to set up your Xero app for Freshdesk: 1. Sign in to your support helpdesk and click on Admin. 2. Under Helpdesk Productivity, choose Apps. Click on Get More Apps. 3. Find Xero for Freshdesk 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 in your Freshdesk domain and API key and click on continue to verify the credentials. 7. Once Freshdesk credentials are verified, you will be taken to Xero's options page. You can select: The Chart of Accounts: Freshdesk will pull all account names associated with the Revenue account head in Xero’s “Chart of Accounts”. Specify which accounts you want agents to access while creating draft invoices. An account needs to be set for those line items that do not have an associated inventory item. “Sales” will always be selected by default. If “Sales” does not exist, the first account that exists under “Revenue” in Xero will be considered default. Inventory: Specify which Inventory items you want agents to access when creating draft invoices. The timesheet 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 Default Description: The default text for description for each line item of the invoice.
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
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