How does it work?
When you setup an account with us we redirect you to Xero’s partner page to authorize Cloud Depot with your company's Xero account. Once authorized Xero redirects you back to Cloud Depot where you enter your Autotask account details to allow us to begin the synchronization process.
Once set up, our service automatically checks to see if you have any new invoices, purchase orders or payments, based on your billing plan. If we find that you have new billing items we will pull them down from Autotask and push them into Xero automatically. Depending on your preference these can be saved as draft or authorised automatically in Xero.
Cloud Depot works with any Xero account anywhere in the world. Our product is a certified Xero and Datto Autotask add-on.
