How to import your Xero bills into Crezco

Step by step process on how to import your Xero bills into Crezco using the integration

Best practices:

  • Make sure the bills you wish to import are marked as Awaiting payment in Xero
  • Contact details are completely filled out (address, account number, sort code, etc)
  • No hash signs or brackets in the contact name or reference
  • Disconnect your Xero account from Crezco and then reconnect to accept new integration permissions
  • Crezco only pulls bills up to the last 365 days

 

1. Click on the Accounts Payable tab on the left hand side of your dashboard

Screenshot 2022-11-22 at 12.26.26

2. Once in the accounts payable tab, select the Import Payments button in the top right hand corner of the screen

Screenshot 2022-11-22 at 12.36.01

3. Scroll down to the bottom of the Import Payments page and in the bottom right hand side of the screen, you will see the button Import Xero bills to Pay

 

4. Crezco will then import all bills that are listed under the Awaiting Payment category in your Xero bills section up to the last 365 days.

  • Please refer to the following image to see the awaiting payments in a Xero profile

Screenshot 2022-12-06 at 14.46.59

 

5. Review the imported information and select which bills you are wanting to import into Crezco



6. Once you have confirmed the import, you will see the bills that you have been able to successfully import

 

7. You will then be able to see those bills show up on the Payables tab within the Accounts Payable section, ready to be processed in a payrun

You can now create a payrun with all these bills and pay them all at once. If are not sure how to create a payrun, please check out this help centre article -