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Videos Xero: Mapping Products & Services
  • Xero
  • Charge Items

Xero: Mapping Products & Services

This video outlines how to link your Xero Products & Services to Astalty's Charge Items

The video demonstrates how to integrate Xero with Astalty to map charge items to products and services in Xero. It begins by explaining how to set up products and services in Xero for better analytics and integration with plan managers. Then, it shows how to connect Xero to Astalty and configure settings such as default sales account and charge items. Finally, it illustrates how invoices created in Astalty with specific charge items will reflect in Xero using the corresponding services set up in Xero.