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
Log into your Boatyard dashboard.
Go to Settings.
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
Click the Connect with Xero button.
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.
Click Connect.
Step 3: Authorize Access in Xero
A new window will open asking you to log into Xero.
If you have multiple organizations, select the one you'd like to connect.
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.