Xero is a cloud-based financial management software designed to help you create estimates and invoices, track sales and cash flow, and manage your customers and vendors.
Integrating D-Tools Cloud and Xero will allow you to seamlessly transfer catalog, customer, vendor, and project information from D-Tools Cloud to Xero. Also, you can push anything accounting-related to Xero and manage all your accounting on Xero.
Enable the Xero integration
Enabling the Xero integration is easy!
1/ Go to "Settings > Integration > Manage Integrations" in the left navigation menu.
2/ Set the "Enable Accounting Integrations" option to ON.
3/ Click the "Connect" button in the Xero tile under Accounting Integrations.
You will be prompted to log in to Xero.
4/ Click the "Allow access" button when prompted.
The integration is enabled, and you're connected to Xero!
Disable the integration
If you want to disable the Xero integration, click "Settings" in the Xero tile. In the modal, click the 3-dot menu at the top and click "Disconnect."
What's next
Creating an invoice