If Ascora is integrated with your Accounting Package (e.g., Xero, MOYB, Quickbooks), you can import your Customer data directly from your accounting package. The following guide gives you some quick steps for integrating your Accounting Package and Importing Customer data.
1. To proceed, go to Administration → Accounts Integration.
2. Select your accounting package from the dropdown by clicking the arrow and click Connect to Accounting Package.
In this example, we are connecting Xero.
3. Enter your Accounting Package log-in details and click the Log in button. Xero will ask you to allow Ascora access to your Xero Account.
4. Click the Allow access button to allow Ascora to integrate with Xero. You will be redirected back to Ascora to finish the integration.
5. Once you have successfully connected Ascora with Xero, a list of account code options will display. These tell Ascora which account codes in Xero to send different information to. Work through the list and select the applicable account codes from the dropdown lists. When you are ready, click the Save Accounting Settings button.
6. Ascora is now integrated with Xero and will ask if you wish to import customer information. Click Yes, import all my customers to import customer information from Xero immediately. Alternatively, click Not right now to import data at a later time using the Import Icon in the Top Menu.
Importing Customer Data Manually
1. Go to Customers tab and click Import/Export and select Import From Accounting Package.
2. Ascora will now read your contacts in Xero and please wait for the importer to complete the process.
3. Once completed, you should find your newly imported customer details in Customer tab.
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