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How to Connect to Xero

Learn how to connect to your Xero accounting software in Boatyard

Updated over 2 months ago

Integrating your Xero account with Boatyard is quick and easy. Follow the steps below to connect your accounts and optionally sync your customers automatically.

Step 1: Navigate to Integrations in Boatyard

  1. Log into your Boatyard dashboard.

  2. Go to Settings.

  3. Scroll down to the Integrations section.

Note: If you don’t see the Integrations section, Xero integration hasn’t been enabled on your account. Please contact Boatyard Support to activate it.

Step 2: Connect to Xero

  1. Click the Connect with Xero button.

  2. You'll see an option to Import your customers from Xero:

    • Leave the box checked if you want to import existing customers.

    • Uncheck the box if you prefer not to import customers.

  3. Click Connect.

Step 3: Authorize Access in Xero

  1. A new window will open asking you to log into Xero.

  2. If you have multiple organizations, select the one you'd like to connect.

  3. Click Allow Access.

Step 4: Enable Automatic Customer Sync (Optional)

Once connected, you can choose to automatically import customers from Xero to Boatyard:

  • Toggle the switch to enable syncing.

  • As you add new customers in Xero, they will automatically appear in Boatyard.

And that’s it! Your Boatyard and Xero accounts are now connected.

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