What data is transferred when data is exported from WriteUpp to Xero?
The following diagram shows the flow of data between WriteUpp and Xero:
In WriteUpp, when a patient, 3rd Party (like an insurer) or Next of Kin is specified as the person paying an invoice their details are exported from WriteUpp to Xero where they are created as a Contact. You can read more here -> Can WriteUpp create new contacts in Xero?
When an invoice is exported from WriteUpp it is created in Xero as an unpaid invoice/bill in a draft state. Exporting individual invoices to Xero
In WriteUpp there are links that allow the following:
In WriteUpp, you can click on the link in the Invoice view and you will be taken to the invoice in Xero (once its been exported)
In Xero, you can click on the link in the invoice and you will be taken to the invoice in WriteUpp, which in turn will provide you with the detail of the underlying clinical activity (or expenses) that was/were included on the invoice in WriteUpp.
Tax rates are pulled from Xero and these are mapped to the corresponding tax rates in WriteUpp. This means that invoices exported from WriteUpp to Xero are given the correct tax code in Xero when they are exported. You can find out more about mapping tax rates here -> Mapping Xero Tax Rates to WriteUpp
Accounts (and account codes) are pulled from Xero and these are mapped to the corresponding invoice items in WriteUpp. As there are essentially only two invoice item types in WriteUpp: Treatments & Expenses this is a very straightforward process. You can find out more about mapping accounts to treatment types here -> Mapping Xero Accounts to WriteUpp
In WriteUpp, when a patient, 3rd Party (like an insurer) or Next of Kin is specified as the person paying an invoice their details are exported from WriteUpp to Xero where they are created as a Contact. You can read more here -> Can WriteUpp create new contacts in Xero?
When an invoice is exported from WriteUpp it is created in Xero as an unpaid invoice/bill in a draft state. Exporting individual invoices to Xero
In WriteUpp there are links that allow the following:
In WriteUpp, you can click on the link in the Invoice view and you will be taken to the invoice in Xero (once its been exported)
In Xero, you can click on the link in the invoice and you will be taken to the invoice in WriteUpp, which in turn will provide you with the detail of the underlying clinical activity (or expenses) that was/were included on the invoice in WriteUpp.
Tax rates are pulled from Xero and these are mapped to the corresponding tax rates in WriteUpp. This means that invoices exported from WriteUpp to Xero are given the correct tax code in Xero when they are exported. You can find out more about mapping tax rates here -> Mapping Xero Tax Rates to WriteUpp
Accounts (and account codes) are pulled from Xero and these are mapped to the corresponding invoice items in WriteUpp. As there are essentially only two invoice item types in WriteUpp: Treatments & Expenses this is a very straightforward process. You can find out more about mapping accounts to treatment types here -> Mapping Xero Accounts to WriteUpp
Updated on: 09/08/2022
Thank you!