Gorelo offers integration with Xero which allows you to sync clients, invoices, branding themes, payments and more!
In the left-menu navigate to Settings
Navigate to Integration
Click the โ๏ธcog icon to configure Xero
Click the 'Connect to Xero' button
Login with your Xero account, select the appropriate organization (if there are multiple) and click 'Allow Access' -- you will then be redirected back to Gorelo with a success message.
Clients in Gorelo with identical names to Conatcts in Xero will be mapped automatically
Select a default Chart of Account (COA) code from the list
This will be used for any item synced from Gorelo to Xero that does not have a COA code applied already to the product/bundle/category
It is recommended to create a new COA code such as '4444 Uncoded from Gorelo' to make it obvious when something synced without a legitimate COA code -- if this has just been created then F5 refresh while on the 'Integration with Xero is successful' screen so it appears or start the integration again.
Click the 'Complete Xero Integration' button
Navigate back to Settings --> Integrations
Click the โ๏ธcog icon to configure Xero
Click the 'View Clients' button
Map any clients in Gorelo to Conatcts in Xero and click Update