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Xero integration

Xero integration

Learn more about our integration with Xero.

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11 articles in this collection
Written by Matthew Falco

What does your integration do?

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Written by Matthew Falco
Updated over a week ago

Where can I get more information about Tradelock and invoice insurance?

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Written by Matthew Falco
Updated over a week ago
Get started with Tradelock

1. Create your account

Enter your personal & company details.
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Written by Matthew Falco
Updated over a week ago

2. Connect with Xero

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Written by Matthew Falco
Updated over a week ago

3. Get a quote

Get a quote for free in seconds.
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Written by Matthew Falco
Updated over a week ago

4. Select the invoices you want to insure

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Written by Matthew Falco
Updated over a week ago

5. Confirm and pay your cover

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Written by Matthew Falco
Updated over a week ago
Manage your integration

When and how does data sync occur?

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Written by Matthew Falco
Updated over a week ago

Why do I need to identify my clients in your database?

Learn more about identifying your clients and editing miss-matched clients.
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Written by Matthew Falco
Updated over a week ago

Why have I received two separate bills from Tradelock / Euler Hermes for my insurance?

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Written by Matthew Falco
Updated over a week ago

How do I disconnect my Xero account?

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Written by Matthew Falco
Updated over a week ago
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