App Integrations

App Integrations allow you to integrate your Billingbooth account with another third-party application.

Features of integrating an app

App	Features
Xero	Enables you to automatically push customers and invoices created in Billingbooth directly to your Xero account.

Adding Xero integration

The first thing you will need to do, is link your Xero account to Billingbooth.

To do this, click on the Settings menu item in the left-hand main navigation and click the App Integrations link under the General menu heading.

This will take you to the App Integrations listings screen, showing you all the apps the currently selected organisation (see top-right to select a different organisation if needed) is integrated with.

Click the Add App Integration button at the top-right of the screen to proceed.

Step 1 - Choose an integration

On this screen, used the App field to select the app you wish to integrate with. For the purposes of this tutorial, select Xero.

Step 2 - Connect to Xero

On this screen, click the Finalise button to be taken to the Xero site where you will then need to login to authorise Billingbooth to access your account for the purposes of integration.

If successful, you'll see a success message appear allowing you to either go back to the App Integrations listing screen or edit the Xero integration you've just connected.

Editing the Xero Integration

General

The Edit Integration screen allows you to configure your integration to your needs. In this case it covers your Xero integration.

Field	Description
Mode	If you wish the integration to push customer and/or invoice creations automatically when they're created, select Automatic. You can adjust each behaviour with the options below. If you wish to manually choose when to perform this action, select Manual.
Push invoices (if Mode is set to Automatic)	If this option is checked, invoices will be pushed to Xero automatically when generated.
Push customers (if Mode is set to Automatic)	If this option is checked, customers will be pushed to Xero automatically when added to the account.

Activity Log

To access an activity log of all events relating to app integrations you have set up on Billingbooth One, you can click the Activity Log menu item from the sub-navigation at the top of the App Integrations screen.

Types of activity

Type	Colour	Description
Information	Black	A general information log, most commonly an invoice being created etc..
Warning	Yellow	A warning log is something to be aware of, as it may have affected invoice generation.
Error	Red	An error log denotes something that has gone wrong, often outside Billingbooth One. An error will usually require action to be taken.