Integrating Xero with 3PM Construction

Introduction

This article provides a step-by-step guide on how to integrate Xero with 3PM Construction. Follow these instructions to connect your Xero account and sync financial data seamlessly.

Data Flow

1. Tax Codes and Chart Of Accounts are synced from Xero to 3PM Construction
   
2. Contacts flows both ways, if created or edited in 3PM Construction, they will be pushed to Xero. They also sync through from Xero
   
3. Bills and Invoices currently are pushed from 3PM Construction to Xero
   

Prerequisites

• Valid credentials for 3PM Construction
• Valid credentials for Xero
• Two-factor authentication (2FA) enabled for Xero

Steps to Integrate Xero with 3PM Construction

Step 1: Access 3PM Construction

1. Open your web browser and go to construction.3pm.app.
   
2. Enter your credentials to log in to 3PM Construction.
3. Upon logging in, you will be directed to the Projects page.
   

Step 2: Navigate to Company Settings

1. Click on the Admin tab in the side navigation bar.
2. Select Company Settings from the dropdown menu.
3. Scroll down to the bottom of the Company Settings page.
   

Step 3: Select Xero as the Integrated Financial System

1. Under Finance Settings, find the Integrated Financial System section.
2. Select Xero from the dropdown menu. This will redirect you to the Xero login page.
   

Step 4: Log in to Xero

1. Enter your Xero credentials on the login page.
   
2. If you have 2-factor authentication or multi-factor authentication setup, complete the two-factor authentication (2FA) process.
   
3. You will be presented with the permissions grant page. Click on Allow Access to grant the necessary permissions.
   
4. You will be redirected back to 3PM Construction.

Step 5: Select Your Xero Company

1. Scroll down to ensure Xero is still selected.
2. From the Financial System Organization dropdown menu, choose the relevant company from your Xero account.
3. If integrating payroll, note that this feature is currently in Beta and not covered in this guide.

Step 6: Configure Integration Settings

1. Choose the master source for clients and suppliers (either Financial System (in this case would be Xero) or 3PM) based on your preference.
2. Decide whether to export invoices as Draft or Approved.
   

Step 7: Save and Sync

1. Select the Demo Company NZ (or your relevant company) and click Save.
2. The syncing process for tax rates and accounts will begin. This process can take anywhere from 5 to 10 minutes depending on the schedule queue.

Step 8: Verify Sync Completion

1. After receiving the notification, click on Tax Rates to confirm that the tax rates have been imported from Xero.
2. Similarly, check the Accounts to ensure the accounts have been successfully imported.
   

By following these steps, you will have successfully integrated Xero with 3PM Construction. This integration will help streamline your financial management by syncing tax rates and chart of accounts between the two systems.

For further assistance, please contact our support team.

Syncing Contacts from Xero to 3PM Construction

Introduction

This article provides a step-by-step guide on how to sync contacts, including clients and suppliers, from Xero to 3PM Construction. Follow these instructions to ensure your contacts are updated seamlessly between the two systems.

Prerequisites

• Valid credentials for 3PM Construction
• Valid credentials for Xero

Steps to Sync Contacts from Xero to 3PM Construction

Step 1: Access the Clients Page

1. Log in to 3PM Construction using your credentials.
2. Navigate to the Sales tab in the side navigation bar.
3. Select Clients from the dropdown menu.
   

Step 2: Sync Clients and Suppliers

1. Click on the Sync Xero button on the Clients page. This action initiates the sync process for both clients and suppliers.
2. Alternatively, you can go to the Purchasing tab, select Suppliers, and click Sync Xero from there. Either method will sync both clients and suppliers.

Step 3: Wait for the Sync to Complete

1. The syncing process will take a few minutes to update. The duration may vary depending on the size of your client and supplier lists.
2. Once the sync is complete, you will have your clients imported from Xero.

Step 4: Verify Imported Contacts

1. After the sync is complete, check the Clients page under Sales to see the imported clients.
2. To verify the imported suppliers, go to the Purchasing tab and select Suppliers.

By following these steps, you will have successfully synced your contacts, including clients and suppliers, from Xero to 3PM Construction. This integration ensures that your contact lists are always up-to-date and helps streamline your business processes.

For further assistance, please contact our support team.

Creating and Updating Clients and Suppliers in 3PM Construction with Xero Integration

Introduction

This article provides a step-by-step guide on how to create and update clients and suppliers in 3PM Construction when integrated with Xero. Depending on your settings, either Xero or 3PM Construction can be the master of client and supplier details.

Prerequisites

• Valid credentials for 3PM Construction
• Valid credentials for Xero
• Xero integration enabled in 3PM Construction

Steps to Create and Update Clients and Suppliers

Scenario 1: Xero as the Master of Clients and Suppliers

Step 1: Access the Clients Page

1. Log in to 3PM Construction using your credentials.
2. Navigate to the Sales tab in the side navigation bar.
3. Select Clients from the dropdown menu.

Step 2: Attempt to Edit Client Details

1. Select an existing client to edit (right click > select Edit).
   
2. You will notice that most details are not editable. This is because Xero controls these details when it is set as the master of clients and suppliers.

Step 3: Create a New Client

1. Click on Add New Client, alternatively the button situated on the table's top right hand corner.
   
2. Enter the client details. All fields are accessible at this stage.
3. Click Submit to save the new client.
4. After syncing with Xero, these details will become non-editable in 3PM Construction.

Step 4: Verify in Xero

1. Log in to Xero.
2. Navigate to All Contacts to find the newly created client.
3. Since there are no invoices against this contact yet, it will be listed as a contact with the details sent from 3PM Construction.

Scenario 2: 3PM Construction as the Master of Clients and Suppliers

Step 1: Change Master Setting

1. Go to Admin > Company Settings.
2. Scroll down to the Finance Settings section.
3. Select 3PM as the master of clients and suppliers.
   
4. Click Save.

Step 2: Edit Existing Client Details

1. Go back to the Sales tab and select Clients.
2. Choose an existing client (e.g., default client created during the initial sync).
3. You will notice that the fields are now open for editing.
4. Edit the necessary details, such as the client name or office address.
5. Click Submit to save the changes.

Step 3: Verify in Xero

1. Log in to Xero.
2. Look for the edited client (e.g., Bayside Club) in All Contacts.
3. Verify that the changes, such as the name and office address, have been updated in Xero.

Step 4: For Suppliers

1. Follow the same steps for creating and updating suppliers under the Purchasing tab.
2. The process is identical to that for Clients.

By following these steps, you can effectively create and update clients and suppliers in 3PM Construction with Xero integration. Depending on your settings, you can control where the master data resides, either in Xero or 3PM Construction.

For further assistance, please contact our support team.

How to Post Invoices and Bills to Xero

Introduction

This article provides a step-by-step guide on creating invoices and bills and posting them to Xero. Follow the instructions below to streamline your invoicing and billing process using Xero.

Creating an Invoice

1. Navigate to Sales and Invoices:
   

• Go to the Sales section.
• Click on Invoices.
  
• For existing invoices, move on to step 2, otherwise see Invoicing in 3PM User Guide
  

2. Approval Process:
   

• Depending on your invoice settings, invoices may require approval before being posted to Xero.
• Approve the invoice to push it to Xero.
• Once approved, the Xero-generated invoice number will appear under the invoice number column.
• The Xero-generated ID (Financial System UID) is also stored in the invoice details.
  

3. Verify in Xero:
   

• Go to Xero and navigate to Accounting > Business > Invoices.
• Confirm that the invoice appears with the correct reference, date, amount, and line items.
  

Creating a Bill

1. Navigate to Purchasing and Bills:
   

• Go to the Purchasing section.
• Click on Bills.
  
• For existing bills, move on to step 2, otherwise see How to Create Bills
  

2. Approval Process:
   

• Similar to invoices, bills may require approval before being posted to Xero.
• Approve the bill to push it to Xero.
  
• The Xero-generated ID will be stored in the bill details under the internal use section.

3. Verify in Xero:
   

• Go to Xero and navigate to Accounting > Business > Bills.
• Confirm that the bill appears with the correct details and line items.
  

By following these steps, you can efficiently create and post invoices and bills to Xero. Ensure that all necessary approvals are completed to maintain accurate records in your accounting system. Thank you for following this guide.

For more detailed information, refer to the official Xero documentation or contact your system administrator.

How to Disconnect an Existing Xero Integration via 3PM Construction

Introduction

This article provides a step-by-step guide on how to disconnect an existing Xero integration that was initiated through 3PM Construction. Follow the instructions below to effectively manage your integration connections.

Steps to Disconnect Xero Integration

1. Access Company Settings:
   

• Navigate to the Company Settings page in 3PM Construction.

2. Go to Manage Connections:
   

• Ensure you are on the Company Settings page.
• Click on the Manage Connections tab.

3. View Active Integrations:
   

• The Manage Connections tab displays all your current and past integrations.
• Locate the active integration you want to disconnect. For example, the demo company and its associated account.

4. Verify Connection in Xero:
   

• Open Xero and navigate to Settings > Connected Apps.
• Confirm that the 3PM Construction is listed under connected apps.

5. Remove the Connection via 3PM Construction:
   

• Go back to the Manage Connections tab in 3PM Construction.
• Click on Remove Connection.
• Confirm the removal by clicking Yes.

6. Verify Disconnection in Xero:
   

• Return to Xero and refresh the Connected Apps page.
  
• Ensure that the 3PM Connector is no longer listed, indicating a successful disconnection.
  
  
  

By following these steps, you can easily disconnect an existing Xero integration via 3PM Construction. This process ensures that your integrations are properly managed and updated. For further assistance, refer to the official documentation or contact your system administrator. Thank you for following this guide.