Connecting to Xero
Connect Tally Street to Xero
Connecting Tally Street to Xero takes about 15 seconds, but you must be an administrator or accountant for the Xero account.
- Register or sign into the Tally Street dashboard
- Select to connect to Xero, you may be asked to authenticate with Xero
- Click Allow Access when the following screen appears
That’s it! Really! There’s nothing else to configure or change.
Data Flow
The connection between Xero and Tally Street is read-only and focused on the data need to generate insights about customer purchasing and payment behaviors.
| Xero | Tally Street | |
|---|---|---|
| Contacts | → | Customers |
| Invoices | → | Invoices |
| A/R Payments | → | Payments |
| A/R Credit Notes | → | Credit Notes |
| Items | → | Products |
| Tracking Categories | → | Categories |
Removing Tally Street
To reset or disconnect Tally Street from Xero: (1) log into Xero, (2) go to the settings for your organization, (3) select Connected Apps, and (4) click to disconnect Tally Street. You’ll then have an opportunity to reconnect Tally Street.
