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How to integrate Xero with judgeit

Pre-fill your Judgeit survey with data from Xero's aged invoices. This will save loads of time when filing a claim.

Integration requires the following steps:

  1. Connect to your Xero account
  2. Your ‘Aged Debtors' and ‘Aged Receivables’ are imported into Judgeit
  3. Select an ‘Aged Debtor' and their ‘Aged Receivable’
  4. Judgeit will be pre-filled with all relevant data relating to your 'Aged Receivable’
  5. Go through Judgeit’s claim process to file a claim with an NSW court
 
 

Connect to your Xero account

  1. Head over to ‘Make a Claim’.
  2. Under “Choose a claim method’ click on the Xero logo.
  3. Click on the “Connect to Xero” button.
  4. Enter your Xero account details and allow access.
  5. You’ll be taken back to Judgeit with the “Aged Debtors” from your account listed.
 

Select an ‘Aged Debtor' and their ‘Aged Receivable’

  1. Select the Aged Debtor you’d like to file a claim against.
  2. Select the Aged Receivable you’d like to file a claim against.
  3. All related invoices will be listed.
  4. Check all invoices that represent an agreement/contract.
  5. Check all invoices that represent a payment method.
 

Go through Judgeit’s claim process to submit a claim

  1. Click on ‘Create Statement’
  2. Choose a claim amount.
  3. Review and answer every survey question to file your claim.