Syncing Customers and Inventory List to Xero

Once you have completed authentication for Xero into your account, you can export all your invoices, customers and inventory details into its database and categorize them for easy access.

Syncing Customers

  • To export your customer details to Xero, go to – Customers > Import & Export > Export > Export to Xero
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  • You can import the customers that you have added to Xero by clicking on – Import & Export > Import > Import Xero
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    Syncing Inventory
    • To export the parts that you have listed in your inventory with Xero, go to – Parts Inventory > Parts List > Import & Export > Export > Export Parts to Xero
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      You can import the parts details that you have added in Xero to your ReachOut account by navigating to – Parts Inventory > Parts List > Import & Export > Import > Import Parts from Xero

       

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