In this guide, we will show you how to set up Expandly to automatically send your sales orders to Xero.
Before you start
Before you can schedule your sales orders to Xero, you will need to connect your Xero account with Expandly. Click here for instructions.
1. On the Configure Xero page (Settings>Xero), head to the Xero Schedule Setting section (bottom right)
2. Click the 'Schedule Automatic Push to Xero' button to and use the drop-down box to select your preferred frequency - daily, weekly or monthly, and Time Zone:
N.B. Expandly will send orders to Xero from up until midnight of the previous day. The scheduler will also only push orders that have been imported at the time of the scheduler being turned on. If you are wishing to send historical order data to Expandly, you will be required to manually push these to Xero.
3. Once finished, click (top right of section).
Need more help?
If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.