1. Request access to sync with Xero.
To connect to Xero, you will first need to request access by contacting us at support@fieldpulse.com or using the chat feature in the bottom right corner of your screen.
2. Turn on the integration in 'Company Settings'.
Once FieldPulse has enabled you to connect to Xero, go to Company Settings. Find the Features & Plugins tab and navigate until you find the Xero tile. Click Connect to Xero.
3. Enter your login information for your Xero account.
Click Allow Access and follow any on-screen instructions.
4. Select the time period and all the entities you would like to sync between FieldPulse and Xero.
5. Select your default sales account (this refers to items you sell).
6. Select your default sales tax rate.
7. Select your default payment account.
8. Then you will be prompted to agree to the Xero integration terms and conditions.
The syncing process will now be initiated, and you should begin to see data from Xero populate into FieldPulse.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.