The Good Grants Xero integration automatically creates bills in Xero from Good Grants allocation payments and can update allocation payment statuses in Good Grants when payments are processed in Xero.
Common uses
User case
Description
Bill automation
Create bills in Xero when a payment has been scheduled or paid to a grantee.
Payment sync
Update Good Grants payment allocations to 'Paid' when bills are reconciled in Xero.
Financial reporting
Keep all order data synced in Xero for a single source of truth.
Custom accounting
Configure bill account codes to match Xero setup.
Events
Event
Action
Allocation payment created in Good Grants
Create bill in Xero.
Invoice reconciled in Xero
Update Good Grants allocation payment status to 'Paid'.
Configure the integration
In the Manage workspace, go to Settings > Integrations > Marketplace
Select Xero
Click Reconfigure
(Optional) Customise the name of the integration
Click Next
Click the Connect button to sync your Xero account
Click Next
Select your Xero organisation and choose which flows to enable—to create a Xero bill when an allocation payment has been created or scheduled in Good Grants, your bill's account code can be configured
Click Next
Click Finish
Good to know
The Xero integration is a paid add-on and requires an active Xero account.
