Xero Accounts

Xero Integration > Xero Accounts

Use these steps to work with your Xero Accounts in FrameReady.

How to Work with Xero Accounts

• The first step is to import all of your Xero accounts into the integration.

• The second step is to link all of the imported contacts to individual contacts in FrameReady.

• Please note: you are responsible for reviewing each imported Xero Contact and linking it to one of your FrameReady Contacts.

How to Import All of your Xero Contacts

1. Open the Xero Integration.
   
   Main Menu > Setup Data > Fiscal tab > Xero Integrations Settings button.

2. Click the Xero Accounts button (left sidebar).

3. To import all accounts from your Xero account, click the Import All Contacts button (top right).
   
   

4. Your Xero Accounts are imported into the integration.
   
   

5. Open the Tax Rates tab, to confirm that your data has imported. 
   
   The remaining tabs are not used.

Last modified 5/8/2023.

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