Connecting your TRES workspace with Xero is straightforward. Follow these steps:
In the TRES web console, navigate to the sidebar and click Integrations. Go to the All integrations tab. Locate the Xero card and click Connect.
On the Xero login page, enter your email and password, then click Log in.
If prompted, authorize TRES to access your Xero data by clicking Allow access. Once completed, you will be redirected back to the TRES console.
To confirm the connection, check that:
The Integrations > Xero Integration option is visible at the top of the screen.
The name of your organization and email address appear on the right-hand side.
Now that your XERO and TRES accounts have been connected you can directly access your XERO Chart of Accounts from TRES and sync your TRES entries into XERO.
Click here to learn how to use Xero with TRES