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start:add_ons:xero:setup_new

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start:add_ons:xero:setup_new [2018/07/20 11:24] – Troystart:add_ons:xero:setup_new [2023/12/13 15:33] (current) – Troy
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 ===== Creating contacts ===== ===== Creating contacts =====
  
-Create 12 Contacts within Xero to align with the possible 12 tender options+Create 12 Customer Contacts within Xero to align with the possible 12 tender options
  
 Assign an Account Number for each contact Assign an Account Number for each contact
  
-{{:start:add_ons:xero:creating_contact.png|}}+{{:start:add_ons:xero:creating_contact.png?400|}}
  
 ===== Raise invoice ===== ===== Raise invoice =====
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 Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button
  
-{{:start:add_ons:xero:raising_invoice.png|}}+{{:start:add_ons:xero:raising_invoice.png?400|}}
  
 ===== Create Xero developer API link ===== ===== Create Xero developer API link =====
  
 +Follow the instructions on the following page to create the Xero API details required to link CloudHQ with Xero
 +
 +[[start:add_ons:xero:developer_api_setup?400|]]
 +
 +===== CloudHQ Setup =====
 +
 +==== Xero API ====
 +
 +Log in to your CloudHQ Portal account at https://portal.cloudposhq.com/
 +
 +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
 +
 +{{:start:add_ons:xero:portal_setup.png?400|}}
 +
 +
 +==== Departments ====
 +
 +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
 +
 +{{:start:add_ons:xero:departments.png?400|}}
 +{{:start:add_ons:xero:ledger_codes.png?400|}}
 +
 +==== Tenders ====
 +
 +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
 +
 +{{:start:add_ons:xero:tenders.png?400|}}
 +{{:start:add_ons:xero:ledger_codes.png?400|}}
 +
 +===== Finished =====
 +
 +After completing the above process, you should now be setup to begin exporting information from CloudHQ to Xero
 +
 +[[start:add_ons:xero:sync|]]
start/add_ons/xero/setup_new.txt · Last modified: 2023/12/13 15:33 by Troy

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