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Import Xero accounts into Unleashed

Sync your Xero chart of accounts so they're available for selection in Unleashed.

Written by Heather

You can import your Xero chart of accounts into Unleashed to make them available for selection in areas like Stock Adjustments, product records and customers. Importing doesn't affect your existing data, so you can run this process at any time; ensuring seamless integration and functionality.

Import your Xero accounts

To import Xero accounts into Unleashed, follow these steps:

  1. In Unleashed, go to Integration > Integration Store.

  2. Select Xero.

  3. Select the Manage Your Data tab.

  4. Click Import Accounts.

Your Xero chart of accounts now syncs into Unleashed and appears in the relevant selection lists.

If you have updated your Xero accounts and want to reflect these changes in Unleashed, repeat the import process as above.

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