Before exporting data from Retailer to Xero, a number of areas need to be set up first. Click HERE to learn more about the set up process for Xero integration.

Exporting Accounting Data From Retailer

1. Complete the End of Shift process as normal.
   
1. Note: the terminal must be set to Transfer End of Shift Sales for All Terminals. See HERE.
2. On the top menu bar of Retailer, click on Tasks → Export Accounting Data.
   
   

   If you are exporting for the first time, you have a choice of selecting a date range to be exported. We recommend changing the dates to today's date to avoid discrepancies with older End of Shift figures. Click OK.
   

   Every subsequent export after this will follow the End of Shifts done each day and their dates (usually 1 export per day). You can no longer change the export dates after this.
3. The Export Accounting Data screen will appear.
4. In Date Range of Data to Export to Accounting Program, the dates should correspond with the dates on your End of Shift Report (unless this is your first time exporting).
5. In Balancing Details and Invoice Details, check that the amounts match the End of Shift amounts.
   
6. In Banking Details, type in the totals of cash and cheques that will be deposited into each bank account. This should be the exact total, otherwise, a discrepancy will appear.
   
7. Click on Connect to Xero.
   
8. This will create a file in C:\Xero and display the Exported Accounting Entries report. You can print this report or save it as a PDF file.
   Additionally, Retailer automatically saves a copy if you enable the option in Accounting Link Setup. The Exported Accounting Entries report is located in C:\Tower\Retailer\Archive\Accounting.
   
9. Close the report screen.
   
10. Retailer will then connect to and export the data to Xero.
    
11. The Tower Advantage website will then open. Login with your Tower username and password, if prompted.
    
12. It will then connect to Xero and prompt for your e-mail address and password for Xero.
    
13. Make sure the correct store name is selected and click on Authorise.
    

Manually Importing Accounting Data Into Xero

1. On the top menu bar of Retailer, click on Help → Support. The Tower website will open.
   
2. Down the left-hand side, click on Tower Advantage Link.
   
3. Log in using your Username and Password.
   
4. On the Tower Advantage Link homepage, click on Xero Link.
   
5. Then click on the Connect to Xero button.
   
6. Enter your email address and password to log in to Xero.
   
7. Make sure the correct store name is selected, then click Authorise.
   
8. Click on Import Sales to Xero.
   
9. A screen will appear prompting you to select and upload the sales.txt file. Click on Browse.
   
10. Navigate to C:\Xero. The filename will be in the format Sales_STORENAME_YYYYMMDD.txt.
    
1. To navigate to C:\Xero, click into the bar at the top and type in C:\Xero
11. Select the file you want to upload and click Open.
    
12. Back in the import screen, click on Upload Files.
    
13. The file will be imported into Xero and a message will appear to notify you that the import was successful.
    
1. If there are errors during this process, see Common Issues with Xero Accounting Link.
   
14. Click on Dashboard and then click on Xero Link.
    
15. Click on Import Bills to Xero.
    
16. A screen will appear prompting you to select and upload the bills.txt file. Click on Browse.
    
17. Navigate to C:\Xero. The filename will be in the format Bills_STORENAME_YYYYMMDD.txt. 
    
18. Select the file you want to upload and click Open.
    
19. Back in the import screen, click on Upload Files.
    
20. The file will be imported into Xero and a message will appear to notify you that the import was successful. 
    
1. If there are errors during this process, see Common Issues with Xero Accounting Link.
   
21. You have now completed the import process, and you will receive an email to the defined address notifying you about the data that was imported.
    

You can view your history of exported Bills and Sales from Retailer to your Xero account online through the Tower Advantage Link portal.

The Tower Advantage Link website will open using your default Internet browser set on the local computer.

If you are Cloud Hosted, it will use the server's default browser, so contact Tower Systems support team if it does not open the correct browser.

Export Accounting Invoice Data (Bills)

The standard Accounting Export is performed per End of Shift and includes both Bills and Sales data.
There is also an option to perform a Bills Export without performing End of Shift. This can be used to export outstanding invoices to Xero without needing to wait for End of Shift to be completed.

This process is optional and does not replace the standard Accounting Export steps above.

1. On the top menu bar of Retailer, click on Tasks → Export Accounting Invoice Data (Bills).
   
2. If there are invoices ready for export, a prompt will appear: X supplier invoice(s) will be exported as Bills. Do you want to continue?
   
1. If there are no invoices ready for export, a prompt will appear: There are no supplier invoices waiting to be exported.
3.  Click Yes to confirm.
   
4. A Bills file will be created in C:\Xero and uploaded to Tower Advantage.
   Note: The Exported Accounting Entries Report will not show.
5. The Tower Advantage website will then open. Login with your Tower username and password, if prompted.
   
6. Click Connect to Xero.
   
7. Enter your email address and password to log in to Xero.
   
8. Make sure the correct store name is selected and click on Authorise.