Importing Xero currencies

Overview

In this guide, we will show you how to import your Xero currencies into Expandly. Making sure currencies are up-to-date in Expandly is really important to ensure that when orders are imported, we have a link to you accepting a particular currency, to avoid errors and issues when attempting to pushed the orders across to Xero.

Before you start

Before you can import Xero currencies, you will need to connect your Xero account with Expandly. Click here for instructions.

Importing Xero Currencies

1. On the Configure Xero page (Settings>Xero), head to your Xero Status Bar (top of the page)

2. In the Currency column, click the Refresh icon to import your currencies from Xero

3. If any new currencies are added to Xero after you have connected Xero to your Expandly account, you will be required to follow this process in order to sync up these changes.

Please Note: The currencies will need to be added in your Xero account directly, prior to attempting a refresh and sync to Expandly.

Need more help?

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