Sales Codes

Track different revenue streams

George Hampton avatar
Written by George Hampton
Updated over a week ago

These are your revenue chart of accounts codes from Xero, we tap into these in order to visually display your sales data so can view the products & services your clients have been buying.

If you're a Xero user you can import your revenue chart of account codes when you connect to Exsalerate

From the Xero integration page, simply click to import sales codes from Xero.

If you're not a Xero user you can set up your own sales codes and import data from Excel. 

You can also manually apply revenue received to each product/service code via the sales upload tool in the settings menu

Make sure you click visible to enable you to add values to opportunities broken down by Xero sales code

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