Before you get started, here’s a checklist of things you’ll need to cover off:
Make sure you’re all set up with a Trev account:
Make sure you’re all set up with Xero & Figured:
You have an active Figured login
Your Figured login is associated with the farm (and, if relevant, any farms within a multi-farm) that you wish to connect with Trev. Click here for information on multi-farm setup in Figured if required.
Your Figured Farm(s) are connected to a Xero account. Click here for information to connect Xero and Figured.
Your Chart of Accounts is set up in Xero and synchronised with Figured. Click here for information on how to ensure your Xero Chart of Accounts is synchronised with Figured.
Next step: Connect your Trev and Figured accounts.