InfoTrack - Xero Integration
InfoTrack and Xero have worked together to create a more efficient workflow that saves time and increases accuracy for all Xero Workflow Max/Practice Manager users. The integration between InfoTrack and Xero ensures that all your searches and related costs are saved back to the relevant Xero job files.
How to integrate with Xero
1. After successfully logging into InfoTrack, locate the <—> button in the right-hand side corner of the page.
Upon clicking the ‘Connect’ button, you will be redirected to Xero’s authentication page.
2. On Xero’s authentication page,
enter your Xero username and password .
3. Upon successfully logging in, a consent screen will appear. Please click ‘Allow access’.
4. After clicking ‘Allow access’, you will be redirected to InfoTrack’s website.
Upon reaching the site, clicking the <—> button will display a dialogue box with a list of jobs.
Choose a job from the list by selecting one.
After selecting a job, you should be able to observe the job number being displayed on the home page.
You should now have access to InfoTrack’s wide range of services, allowing you to place various searches.
As an example, please attempt to place a NSW Title Search.
5. In the search box, enter ‘NSW Title Searches’ or click on ‘All Services’,
navigate to the NSW tab, and select ‘NSW Title Searches’.
After accessing the NSW Title Search page, the job number should be automatically populated. Now, proceed to place a search by entering the title reference ‘1863/1000001’ and click on the ‘Verify’ button.
6. Click on the ‘Place order’ button.
7. After successfully placing the order,
you will be redirected to the orders display page, where you can view the title search in PDF format.
8. Upon successfully placing an order,
InfoTrack will automatically send
the associated documents and cost recoveries to Xero.
You can verify this by logging into Xero Practice Manager or the Workflow Max app
and opening the job under which you have placed the order. Select the client to which the job belongs to.
and opening the job under which you have placed the order. Select the client to which the job belongs to.
9. Click on the ‘Jobs’ tab and select the job under which you have placed the order.
10. To view the documents and related costs for the order, click on the ‘Documents or Financial’ tab.
