How to connect Xero with Flavor CRM?

User Guide / API Setup / How to connect Xero with Flavor CRM?

Step 1

Sign over Xero.com

Step 2

Fill up the required information to sign up

Step 3

Now when you login, you must add an organization.

Step 4

Place the asked information within Xero to add your business

Step 5

Now you enter that business page and goto ACCOUNTING > CHART OF ACCOUNTS

Step 6

Chart of accounts is the place where you create accounts for Accounting Values the flavor sends. FLAVOR sends Sales data, Deferred Income, Deposits and accordingly must have the CHART OF ACCOUNTS created in Xero SYSTEM and keep in mind the codes.

Also, check the enable payments to this account option.

Step 7

Now go to app.flavorcrm.com, login there and go to Settings.

Step 8

Here, click on System and then click on Set Up Integration button in Payment Integration section.

Step 9

In this window, scroll down to Xero section and enable this section if needed. After that, click on Connect to Xero button.

Step 10

In this window, again click on Connect to Xero button.

Step 11

You will redirected login to Xero page and then asked to give access to Xero.

Step 12

Now you will see the subsidiaries dropdown you have updated in FLAVOR CRM will show up and to connect the subsidiary with Xero you will have to select the subsidiary from dropdown.

Step 13

After selecting a subsidiary, a form comes within which you are shown what fees Flavor System accepts and you can add here to what CHART OF ACCOUNTS the fee data must go to. Here you must get in touch with your Accountant to make sure they are configured properly and then click on Save button.