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Syncing Transactions to Xero

Watch this short video on how to sync transactions to Xero β€” or follow the step-by-step guide below. βœ… Before you start Make sure you’ve completed Steps 1 and 2 β€” Xero must be connected and your Swipey accounts must show a green “Linked” label. Go back to Step 2

Setting Up Accounts in Xero

After connecting Xero, Alfie will walk you through a 2-step process to link your Swipey accounts. This tells Xero exactly what Swipey is β€” so every transaction has a proper home in your books. βœ… Complete Step 1 first This setup screen appears automatically after you connect Xero. If you’re

Connecting Xero to Swipey

This article walks you through connecting your Xero Online account to Swipey. The process takes about 2 minutes β€” you’ll log in via a secure pop-up and Swipey handles the rest. πŸ“‹ Before you start Make sure you have your Xero Online login credentials ready and that you have admin

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