Steps for Xero.
You will first need to get someone with access to Xero within your winery to follow these steps.
1) Go to the URL https://api.xero.com/Application/Add and then login with your Xero credentials. You will be presented with a screen that looks very similar to the below.
2) Select Private for the type of application question.
3) Enter “Vintrace Winery Software” as the Application Name and then select your Xero database instance.
4) Paste the following key exactly as it appears into the X509 Public Key Certificate text box (alternatively download the certificate from here and upload using that option)
5) Click Save.
You will then be presented with new OAuth credentials.
To then configure this in your vintrace system database and test the connection, you will need to record the Consumer Key and Consumer Secret, which will be used in the steps below for vintrace.
Steps for vintrace.
From the Winery Setup, click General – System Policy and under the General Settings click the link ‘Accounting Integration Configuration’.
If you have not had any Accounting Integration configured in the past, it should look like this:
Click the drop down and select your Accounting Package. From there you should have fields appear below the drop down, along with a test connection button. Most should also have an info ( i ) button that will link you to a page detailing how to configure that specific accounting package. Follow the guide and then test connectivity.
Success! Now click Ok and then save your settings and begin using your Accounting Integration with vintrace.
The next thing to do is to configure the Xero setup in your vintrace system, by going here: Configuring Accounting Integration With Xero