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====== 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

{{:start:add_ons:xero:creating_contact.png?400|}}

===== Raise invoice =====

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?400|}}

===== 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|]]