This application provides integration with Xero accounting software for managing contacts and invoices.
The Contacts module provides comprehensive management of Xero contacts with the following features:
- List and Filter Contacts: View all contacts with advanced filtering options including search, account number, email, and status filters.
- Create Contacts: Add new contacts to Xero with detailed information including name, email, address, phone numbers, and more.
- Edit Contacts: Update existing contact information with a user-friendly form interface.
- View Contact Details: See comprehensive contact information including addresses and phone numbers.
- Archive Contacts: Archive contacts individually or in bulk using the selection checkboxes.
- Export to CSV: Export all contacts or selected contacts to CSV format for external use.
- Import from CSV: Import contacts from CSV files with intelligent column mapping and duplicate detection.
- Automatic column mapping with manual override options
- Updates existing contacts instead of creating duplicates
- Background processing with real-time progress updates
- Detailed error reporting and success summaries
The Invoices module provides comprehensive management of Xero invoices with the following features:
- List and Filter Invoices: View all invoices with advanced filtering options including invoice number, reference, date range, and status filters.
- Create Invoices: Create new invoices with detailed information including contact selection, line items, dates, and tax settings.
- Edit Invoices: Update existing invoices with a user-friendly form interface.
- View Invoice Details: See comprehensive invoice information including line items, totals, and attachments.
- Export to CSV: Export all invoices or selected invoices to CSV format for external use.
- Online Invoice Access: Direct links to view invoices in the Xero online portal.
- Built with Laravel and Livewire for reactive UI components
- Uses the dcblogdev/laravel-xero package for Xero API integration
- Implements background job processing for resource-intensive operations
- Includes comprehensive error handling and user feedback
- Responsive design for desktop and mobile use
- Configure your Xero API credentials in the
.env
file - Run database migrations
- Access the Xero dashboard at
/admin/xero
- Connect to your Xero account when prompted
- Start managing your contacts and invoices
- PHP 8.2+
- Laravel 12+
- Xero API credentials (Client ID and Client Secret)