How to connect your store with Xero
Xero is a cloud-based accounting software designed for small and medium-sized businesses, aimed at simplifying financial management. With automated invoicing, bank reconciliation, and expense tracking, Xero allows business owners to stay on top of their finances from anywhere. Its intuitive interface and robust reporting features give businesses real-time insights into their financial health, enabling data-driven decision-making.
By integrating Xero with Entactic, your financial data is not only managed automatically but also transformed into deeper business insights. Entactic helps you identify key customers and, through its analysis of Xero's financial data, uncovers the meaning behind the numbers, revealing hidden business opportunities. This integration also assists you in setting clear business goals and optimizing your sales and marketing strategies, turning your financial data into a powerful tool for business growth.
Once integrated, Entactic uses Xero’s transaction data and customer information to help you better manage cash flow and improve overall business performance through real-time financial analysis. With this integration, your business becomes more resilient and better equipped to adapt to market changes, driving sustainable growth.
Why opening Xero sales channels?
By connecting Xero with Entactic, you can do more than manage your financial data—you can gain valuable business insights. Entactic analyzes your Xero data to help you identify key customers, improve strategies, and set clear goals. This integration lets you track your finances in real-time and understand the meaning behind the numbers, so you can make smarter decisions and drive your business forward.
How to setup
Step 1: Use your email address to register or log in on the Entactic website. If you already have anaccount, simply log in.
Step2: After logging in, the system will prompt you to enter a verification code sent to your email. Enter the code to complete the login process.
Step3: Once logged in, if you don't have any business records yet, click the"Add Business" button to create a new one, or wait for the system to detect if someone has invited you to join an existing business.
Step4: In the Entactic dashboard, select "Connect Data Source." You willsee a list of applications available for integration, including Xero, MYOB,QuickBooks, and Reckon.
Step5: Click the "Connect to Xero" button, and the system will guide youto log in to your Xero account.
Step6: Enter your Xero account information (such as email and password) and complete the login. The system may ask you to select the company you wish to connect.
Step7: After logging in to Xero, you need to authorize Entactic to access your Xero data. This will allow Entactic to sync your Xero data, such as sales records,customer information, and more.
Step8: Once authorised, the system will begin automatically syncing data. You canview real-time financial reports and business analytics in Entactic, helpingyou better manage your business.
Step9: After the data sync is complete, you can view an overview of your businessand key metrics on the "Progress" page in Entactic.
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