Overview
For 3PM Construction current and prospective customers to seamlessly connect with Xero to automate project invoicing and billing. Great for companies wishing to manage their projects in 3PM Construction but still be able to invoice and bill from Xero.
3PM Construction + Xero
The application bridges data between 3PM Construction and Xero. This includes Contacts, Accounts, Tax Rates, Invoicing and Billing.
Getting started
If you are already a customer on 3PM Construction, you will be taken to Xero's authorization page (if not logged in, then through Xero's login page through to the authorization page) to authorize 3pm-connector to access your data.
Once you allow access, you will be redirected to the 3PM Construction Settings page (through 3PM Construction's login page if you are not already logged in). Once on the settings page, scroll down to the "Finance Settings" section - you should see that "Xero" is already selected for the "Integrated Financial System" input box. You should:
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Click the drop-down for "Financial System Organisation", you should see your company name listed - in this example - it is "Demo Company (NZ)", select it and then:
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Click Save, and you are done! Your 3PM Construction space is now connected with Xero and you can begin syncing data.
