Follow these simple steps to setup your Houzz Pro-Xero Integration:
- Ensure you are logged into Houzz, and click on “Your Houzz” in the top right corner
- Select Houzz Pro Settings from the menu select “Account”, and the click on the “Xero” tab
- You’ll now follow the four easy steps on the Xero setup page and start syncing (steps are also outlined below).
What’s synced to Xero:
Houzz will push over estimates, invoices, and payments to Xero, these documents will be pushed automatically when they are committed:
Estimates - estimates are pushed when they are approved by the client.
Invoices - invoices are pushed when they are sent to a client or a payment has been logged on them.
Payments - payments are pushed when they are logged through the system.
Already a Houzz Pro customer? See our detailed support article here.