In short, the integration between Colladium and Xero eliminates the need to enter invoices twice. Once you’ve created an invoice in Colladium, it will automatically be sent to your Xero account.

Here’s how it works: when a purchase order comes into Colladium from your customer, you can respond as usual - with an order response, shipping notice and then an invoice. When you send the invoice through Colladium, it’s delivered to your customer and a copy is sent directly to Xero.

Matching customers and products between Colladium and Xero

The setup is key to making everything run smoothly. You’ll need to link each customer in Colladium with their corresponding customer in Xero. This ensures that when invoices are sent to Xero, they’re allocated to the correct customer account.

The same applies to products. Retailers often order using a GTIN, so you’ll need to add this to Colladium, along with the item code that’s used in Xero.

For detailed steps, check out this article, which explains how to get everything set up.