In this article
The following article outlines the way in which you use Arlo with your accounting system.
- Accounting system integration options
Arlo supports a range of integration options which allow you to transfer orders and credit notes (generated in Arlo) to your accounting system.
The integration also supports updating payment status and order approvals on orders/credit notes in Arlo when the corresponding invoice/credit note is marked as paid in your accounting system.
There are four main accounting system integration options with Arlo.
Xero integration (fully automated)
Our Xero integration is a full API integration for invoice based accounting.
Invoice information is sent automatically to Xero and the payment status is sent back to Arlo automatically. You can also choose for orders in Arlo to automatically approve when marked as paid in Xero.
Orders export and accounting system import (semi-automated)
You can easily export orders or run either an order line, order lines (advanced) or order list report to a CSV file and then import this into your accounting system for revenue reporting and payment reconciliation.
Arlo locks exported records so they cannot be altered. Once reconciliation is complete, simply export the updated order details to a CSV file. You can then use Arlo's order importer to update the status of orders automatically in Arlo and send out all relevant event-related communication such as order approvals, and event instructions.
Orders managed in Arlo (semi-automated)
If you don't use an external accounting system, you can manage your orders in Arlo. Arlo has the option to automatically send invoices, which can either be in a standard email template or custom PDF file. Learn more about managing orders within Arlo.
Manual copy to accounting system
You can send financial reports, or set up scheduled financial reports for your financial team to receive order information, and/or you can have all order related communication copied to your accounts administrator.