Simple Xero Setup

Creating contacts

Create 12 Customer Contacts within Xero to align with the possible 12 tender options

Assign an Account Number for each contact

Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button

Follow the instructions on the following page to create the Xero API details required to link CloudHQ with Xero

Open the Menu and nagigate through: Admin → Xero → Xero Settings

Fill in the fields with the relevant details (as shown below) remembering to enter the Account Numbers assigned to the appropriate Tender contact

Click the Save button

Open the menu and navigate through: Back Office → Products → Departments

For each department, you can assign a custom Chart Of Account code, enter the Xero Chart Of Account code into the Export Code field

Open the menu and navigate through: Back Office → System → Tenders

For each tender, you can assign a custom Chart Of Account code, enter the Xero Chart Of Account code into the Export Code field

After completing the above process, you should now be setup to begin exporting information from CloudHQ to Xero