Note: Before connecting Retention Track with Xero you must have an existing Xero account.
Introduction
Connecting to Xero allow you to simplify the tracking and recovery of your retention money.
In this article we walk you through:
Connecting your Xero account to Retention Track
Connecting a Company to Xero
How Setup the Integration
1. Connecting your Xero account to Retention Track
Option 1: Sign up using Xero (recommended)
Option 1: Sign up using Xero (recommended)
If you don't already have a Retention Track account you are able to easily create an account by signing into Retention Track using your Xero account.
Once you've logged in we will automatically create a Retention Track for you and link it directly to your Xero account.
Note: Ensure you allow Retention Track access to the Xero company you wish to connect during the login process.
Option 2: Linking you existing Retention Track account to Xero
Option 2: Linking you existing Retention Track account to Xero
Note: For security reasons we only allow you to link a Xero account to a Retention Track account if they share the same email address. If this is not the case you should use option 1.
If you already have a Retention Track account and wish to link your Xero account to it you can do so by navigating to your profile page through the profile icon in the top right of Retention Track.
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Once you're on your profile page scroll to the integrations section and select "Connect to Xero"
Follow the step from Xero and ensure that you allow Retention Track access to the Xero organisation you wish to link to Retention Track.
2. Connecting a Company to Xero
Unlike Retention Track, Xero operates using a single operating entity model and as a result you must connect your connected Xero organisation to a company within your Retention Track workspace.
Navigate to the company you wish to link to Xero, scroll down to the Integrations section and select 'Connect to Xero' to begin the linking process.
First you will be prompted to select the Xero organisation you wish to link to the company. If you do not see the organisation you wish to link ensure that you allowed Retention Track access to it in Xero.
Once you have selected the company you wish to link you'll be prompted to identify your 'Retention Debtors' and 'Retention Defect Liabilities' accounts. If you do not have either of these accounts set up already Retention Track will create these accounts for you.
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Once the linking process has been successfully completed Retention Track will allow you to add invoices directly from Xero as well as monitor your outstanding retention balances.
Disconnecting Xero
To disconnect Xero from your company in Retention Track navigate back to the company page and select 'Disconnect from Xero'.
If you wish to fully disconnect your Xero account from Retention Track this can be performed by navigating to your profile page and selecting "Disconnect Xero".
Note: Retention Track will prompt you to first disconnect existing company links before removing your Xero connection to prevent accidental deletion.