Integrating Xero with Inventoro is a straightforward process, but you need to do it with caution and step-by-step. Bellow, we go through the process step by step.
What needs to be done - top-level points:
- You'll need an Inventoro account - you can create a new one (free trial) here
- You'll need to log in to your Xero account
Step by step guide:
Step 1: Let's start by selecting the Xero integration from the list.
Step 2: Now that you have selected Xero you will then be prompted to log in to your Xero account. Go ahead and sign in.
Step 3: Once you sign in, you will be asked if you want to give Inventoro access. You should click Allow Access.
Step 4: And that is it! You have succesfully linked Xero! Click Connect and then have a cup of coffee, we do the rest.
That's all that needs to be done. After the connection is set up please allow up to several hours before your data actually appears in the Inventoro app. Basically, we need to import your data and calculate sales forecasts and optimum purchase order proposals. This is a large computation operation and takes some time. Once Inventoro will be ready you'll receive an email.