How do I connect my Xero account?

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If you already use Xero to organise sales data, you can add your Tappr account to post transactions directly to sync your entire Tappr payment history. 

Please Note: We highly recommend completing these settings with your accountant or financial advisor, specifically your chart of accounts.

 

Go to the Tappr Dashboard and select App Marketplace (pictured below).

 1st_step.png

 

 Then click ADD APP below to the Xero feature (pictured below).

 2nd_Step.png

Then click GO TO XERO when the pop-up appears. 

From there you will be redirected to Xero. Enter your Xero login credentials & click Login (pictured below).

4th_Step.png

Then a pop-up will appear, which you need to click Allow access (pictured below).

5th_Step.png

Once successfully authorised, you will be redirected back to the Tappr Dashboard.

Lastly, update your Xero Settings that applies to your business and then click Apply (pictured below).

6th_Step.png 

That completes the set-up of linking your Xero to Tappr.

 

How do I post transactions to Xero?

Please click this Link for instructions on how to do this.

 

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