Connect Xero

Hello answers questions such as "has my payment come through", "what do I owe" and "when is it due" from Xero. It can email an invoice copy and add new customers too.

No per-call fees. Included on every Hello plan. Xero works alongside Fergus or ServiceM8.

Connect

1. Open Integrations in Hello and press Connect Xero.
2. Sign in to Xero.
3. Pick your organisation and approve the connection.
4. If Hello shows more than one organisation, choose one and press Use this organisation.
5. Press Check connection, then try an invoice lookup with the customer's phone number.

Keeping invoice details safe

Hello checks the number the caller is ringing from against phone numbers on the customer in Xero. Fax numbers don't count. If the number does not match, Hello takes a message instead.

Hello only says amounts when the caller gives the invoice number and calls from a matching number. Without an invoice number, it only says whether anything is open or overdue. Looking up an account by name never reveals amounts or invoice numbers.

Turn Say amounts off if you do not want Hello reading amounts out.

Email copies

With Email a copy of the invoice when asked on, Xero sends the copy to the email already on the customer. Hello never reads that email out. A copy can be sent once a day per invoice.

New customers

Choose Off, Callers who book (the default), or Anyone who leaves their details. Hello skips anyone already in Xero. When Fergus or ServiceM8 is connected, that job system handles adding customers instead.

What Hello cannot do

Hello cannot take payments or change invoices. Disputes, payment requests and requests for more time become messages for your team.

Disconnect

Press Disconnect Xero in the Xero card and confirm. Hello stops answering invoice questions and removes the connection in Xero too.

You can also disconnect in Xero under Settings, then Connected apps.