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Logo1.png Setting up the Xero scheduler

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Overview

Set up Expandly to automatically send sales orders to Xero.

Video

Steps

Before you can schedule sales orders to Xero, you must integrate your Xero account with Expandly:

1. Click Configuration (left menu) and then Configure Xero

Expandly_-_Xero.png

2. On the Configure Xero page, click Add New Connection (top right) Expandly_-_Add_new_connection.png 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 to the bottom and click the "Schedule Automatic Push to Xero button" to On and use the drop-down box to select the frequency: DailyWeekly, or Monthly.

Configuring_Xero4.png

N.B - Expandly will send Xero orders from up until midnight of the previous day.

2. Press Save to finish

Next Steps

Now you've set up the Xero scheduler on 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.

Contact us

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