How to get started with the integration between CollBox and Xero
To use CollBox with your Xero account, start by signing up for a free CollBox account. After you've done so, you'll need to connect Xero to take advantage of CollBox's free Accounts Receivable monitoring and tools to get you paid for your work. See below for a step-by-step guide to connecting Xero to CollBox.
After you've created an account, completed the basic settings and verified your e-mail (follow our guide to creating a free CollBox account if you need help) you'll be prompted to "Connect your books". Simply click the box shown below to continue.
From there, you'll be brought to the "Integrations" page. As shown in the screenshot below, you'll see a "Connect to Xero" button. Click that to move on to the next step.
You'll now be redirected to Xero to authorize the connection to your accounting data. If you're not already logged in to Xero, you'll need to login first.
You'll then be prompted to authorize the connection between Xero and CollBox.
Allow access to continue and you'll be directed back to CollBox to confirm that you'd like to connect your Xero company data to CollBox. Take care to make sure you've chosen the correct company within Xero if you have multiple companies (we'll show you the name before you connect so you can be sure).
After clicking "OK" you'll land back in the setup workflow and see the step "Wait for initial sync".
It should only take a moment for us to pull over the relevant data and the step will be checked off automatically once the process is complete.
Note: For most users, it should only take a minute or two for us to pull across the data we need from your accounting system. If you have a very high volume of invoices in your accounting system it may take a little longer
If it takes longer than 10 minutes for this step to automatically complete, reach out to our support team using the chat widget at the bottom of the screen or e-mail us at email@example.com and we'll take a look to make sure everything is all set
Now it's just a couple of clicks to "Complete company settings" (you'll notice in the last screenshot that we've pulled your company name over from the accounting system so you'll just need to confirm it and correct any missing info) and you'll be all set to use CollBox to get paid! 🔥