Syncing accounts with Xero

We now have all of our accounts and tax rates completely mapped in Xero. This means our integration is almost complete.

1. Check that Swim shows that there are 0 unmapped accounts.

2. Check that Swim shows that there are 0 unmapped tax rates.

3. Click the ‘Export Accounts’ button to complete the sync.

We have now successfully completed our integration with the Xero accounting platform.

For confirmation, let's go and check your Xero history to ensure that the new accounts have been added.

4. Navigate to your Xero platform.

5. Sign in, if you haven’t done so already.

6. Click on the Accounting tab and then click on the Chart of Accounts tab.

You will now see all of your Swim accounts listed in the table on this page.

Step Five: Pushing Swim Transactions to Xero