Trak is an app partner with Xero. Connecting your accounts is simple and will only take a few minutes.
To start, you need to be on the Integrations page on Trak.
You can find this by clicking on your profile picture or name in the top right corner of the app, selecting ‘Company Settings’ from the dropdown menu, and then clicking on ‘Integrations’.
If you are on a mobile device, you will need to click the hamburger menu before clicking on your profile picture.
Integrations Page
Once you’re on the Integrations page, scroll down until you find the section for Xero. Then, click on ‘Link Xero’.
Linking Xero
You will be redirected to the Xero login page.
Enter your email address and password.
Once you have successfully logged in, you will need to allow Trak access to your organization’s data.
You will then be redirected back to the Trak integrations page, where the data for Company and Sales Account will have autofilled.
If you would like to select a different Company or Sales Account, you can select one from the respective item’s dropdown menu and then click ‘Sync Customers’.