To integrate vintrace with Xero, you'll need to have someone from you winery with access to Xero to log into vintrace to complete the following steps.
- Click
Set Up in the sidebar.
- Click Accounts.
- From the Accounts Integration tile, click Configure.
- From the Xero tile, click Connect.
- Enter your Xero email address and password.
- Click Log In.
- If the Xero organization selected is the correct one for your winery, click Allow Access.
When vintrace is successfully connected to Xero, the Xero tile in vintrace displays Connected as: with the Xero organization name below.
You can access the following options for Xero by clicking the in the Xero tile.
- Decimal precision settings
- Link client billing items to account
- Open accounts setup
- Test connectivity