You can enable Xero CSV downloads and configure the necessary settings through the Xero integration options. This enables seamless data export and integration with your accounting platform.
⚡️How to Configure Xero in Bridge Select
Follow these quick steps to get started:
Log in to your Bridge Select account.
Navigate to Settings and select API and Integrations from the sidebar.
In the Xero section, click Configure to proceed.
You will be redirected to the Xero configuration page. Enable the Enable Xero option, select the tabs for which you want to download Xero files, and click the Save button to apply the configuration.
Once the above configuration is saved, you will be able to see the settings per certificate type and job type. In the image below, the configuration is shown for Solar PV STCs and Hot Water STCs. However, configuration is available for all certificate and job types, including: Solar PV STCs, Hot Water STCs, Battery STCs, PRCS (BESS1), PRCS (BESS2), ESCs, VEECs, and REPs.
Fill out the required configuration fields for each certificate type and job type. Once completed, click the Save button located at the bottom right corner of the form.
After clicking the Save button, the configuration will be saved successfully. The configured values will then be mapped to the Xero CSV according to their respective certificate and job types.
After saving the configuration, the Download XERO button will appear in the job listings under the selected tabs. Click on Download XERO to download the Xero CSV file.
🚀 Live Integration with Xero (Coming Soon)
Coming Soon: We're working on direct integration with Xero via their API. This will allow real-time syncing of financial data, automatic invoice creation, and streamlined reconciliation—all within Bridge Select.
For platform support, please contact your Bridge Select representative.
Still need a hand?
If you have any questions, please do not hesitate to reach out to us.
Contact the BridgeSelect Support Team