Connect Unify To Xero

Connect your accounting system to automatically sync order, customer, and product data across channels from one place. Unify currently supports only US based Xero Organizations and the default country of your organization must be set to United States. To connect Unify to Xero follow below steps:

Step 1: Go to the Connections tab and in the Accounting section, click on Add Accounting and then click on Connect to Xero.  

2017-09-30_0122.png

Step 2: Upon clicking on Connect to Xero, you will see a new Welcome to Xero window asking for your Xero credentials. Enter your ID and Password and Click on Login.

Step 3: When asked, Click the Authorize button to connect. If you have more than one organization, make sure you select the one you want to connect in Unify.

After Authorizing, Unify will begin downloading Contacts, Items and Other data from your Xero Organization. Once done you are ready to Sync orders.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Based on our last 100 reviews, online sellers Webgility

Powered by Zendesk