Overview:
We have integrated with Xero Accounting Software. Xero is an accounting software that stores all financial data in the cloud on a single unified ledger. Once setup all of your sales and refunds data can be transferred to Xero. The process id simple, set up the link with Xero Account, log into Xero and select which general ledger account you want your sales data to transfer to, and save.
Details:
If you have already established your accounting program with Xero, you can easy login by pressing the Connect to button, and then Login and add your Xero username and password.
If you dont have a Xero account there is no need to worry we have a Sign Up for Xero button where you can access Xero and set up your account with Xero.
Once signed up with Xero, you will get an email to Activate your account. It will take you to a page and you will create a password for your Xero account.
When account is Activated you can go back into CAS - Marketing - Xero and press Connect to Xero.
You then enter you Xero credentials and it will ask you if you to Authorize retailcloud to use your information with Xero. Once it is Authorize it, it will redirect you back to CAS.
When connected to Xero you select your Sales General Ledger and Return General Ledger then you save it then your sales info will now be in Xero.
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Xero Settings:
Connect to Xero:
Authorize Xero:
Transferring sales information to Xero:
