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 company 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.
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