Manage Client and Carrier partner transactions with Consignly & Xero

Consignly connects with Xero to seamlessly create client invoices.

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About Consignly

Consignly is an innovative and cost-effective cloud-based 3PL software solution. Consignly streamlines your 3PL processes to increase efficiency no matter how big or small your company is. 

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About Xero

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  •  Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

  •  Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

  •  Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile

How they integrate

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  • Transactions for activity and freight charges are created in Consignly.

  • When ready, these transactions can be added to a schedule which is passed to Xero and attached (as a PDF document) to an invoice for your client.

Getting started is easy

Login to Consignly and go to "Apps" in the menu. Then simply add the Xero app to your app directory and follow the step by step set up process. 


Frequently asked questions

How do I set up my Xero integration?

1. Login to Consignly and find the the Apps menu which accessible from the left-hand menu bar. (steps 1, 2, 3)
2. Select Manage Apps and then click the plus sign

3. Click Connect to Xero

4. Enter your Xero Account Login Details and Log in.

5. Review the data that will be used in the connection. Click allow access to proceed.

6. Select a sales account and enter a message to appear on the invoice line. Transactions are batched together in consignly as a Schedule. This schedule will be attached to the Xero Invoice as a PDF. This message can help to let the customer know the transactions can be found in the attached schedule.

7. For each of your organisation partners select an associated contact in Xero.

8. Complete Setup

How does synchronisation work between Consignly and Xero?

Once a connection to Xero is established, you will be presented with a configuration screen.
Use this screen to configure the Sales account in Xero that invoice lines should be journaled to, along with the Partner configuration - where you can map Consignly Partners to Xero Customers.