Step 1 - Connecting Pet Manager to Xero

After enabling the Xero addon, you need to connect Pet Manager to your Xero Account. 

When you enable the addon, you will be taken to the

section of the settings to connect. 

Setting Up Prefixes

The first thing you might see is the warning to setup your prefixes prior to linking your Pet Manager data with Xero. We highly recommend if you are already running Xero, so that existing data in Xero does not clash with Pet Manager and cause syncing issues. 

Click the Prefixes link to setup your prefixes. These appear before the IDs for example with an invoice INV121. Most of them will be populated with defaults and will work fine without changing.

If you change a prefix in the future, the existing items that have been synced will not update to the new prefix in Xero. So it is best to get this set prior to syncing.

Connecting to Xero

Press the "connect" button to start the process and be taken to the Xero website. 

No Existing Xero Account?

If you don't already have a Xero account you will need to create one. Click the link at the bottom of the Xero page to start that process.

Follow the steps to create your company and setup a user account and enable 2 factor authentication in order to access your Xero account. Xero will take you through this process.

Please be aware that you will need to come back to Pet Manager and click the connect button again to connect to Xero if you have just setup your Xero account.

Connect to Your Xero Account

Now you have a Xero account and after you have pressed the connect button you will be prompted to log in if you haven't already. Login and then you will be presented with the following. 

As each login can have multiple companies associated with them, you will need to select the relevant company to sync with Pet Manager and then click "Allow access".

You will then be taken back to Pet Manager to complete the setup of the account linking and synchronization. 

See the next section for the continuation of the Xero addon setup.