How to enable the Xero Accounting integration?

Xero is a web-based accounting solution, providing features such as invoicing, bank reconciliation, and expense management.

To access this feature, make sure you have an existing Xero account and integration with Xero. If you haven't set up your account or this integration yet, feel free to contact your account manager or reach out to support for assistance.

 

1. On the left-hand side, click on Settings, then click on Marketplace.

2. Click on the + symbol next to Xero.

3. A pop up screen should appear asking you to log into your Xero account. Enter your Xero credentials.

4. Once logged in, a green 'linked' symbol should appear. This means that you Xero account is now linked.

5. Once the account is linked, select organisation, to apply the nominal codes. 

6.Select the nominal codes against each line item.

7. Click 'Save' to update changes.

Please note there is a 5-10 minute syncing process for all data to be shared between your Xero account and Coastr platform.

If you've any questions or issues, please email support@coastr.com. We're happy to help! 

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