Importing Xero currencies

Overview

Import Xero currencies into Expandly to allocate orders accordingly.

Video

Steps

Before you begin (click to see steps)

Before importing Xero currencies into Expandly, you need to integrate your Xero account with Expandly: 1. Click Configuration (left menu) and then Configure Xero

2. On the Configure Xero page, click Add New Connection (top right) to be redirected to Xero

3. Once redirected, login to your Xero account

4. On the next page, click Authorise to allow Expandly to connect with your Xero account.

1. On the Configure Xero page (Configuration (left menu) > Configure Xero) scroll down to the Xero Currencies section (bottom left)

2. Click the Refresh currencies button and your currencies should import automatically.

Next Steps

Now you've added Xero currencies to Expandly, you might want to:

Run reports using Expandly

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.

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