Step 1: Connect your Xero with PayTraQer 

Step 2: After selecting your Xero company, you will be directed to the payment system screen, where you should choose the Pin Payments tile among others

Step 3:  When you click, the Pin Payments integration page will appear. You need to submit your API Key and Account Name for verification and access from Pin Payments

Note: Get the API key from your Pin Payments account (See how) and provide an Account Name (Pin Payments Secret key) for reference. 

Step 4: After successful verification, your Pin Payments account will be connected to PayTraQer. This connection is read-only, and you can disconnect it through the settings at any time

Quickstart Settings

To get started with PayTraQer, configure the quick start settings for seamless Xero Pin Payments integration

Express Settings - This default setting, recommended by our pro-advisors, aligns the settings to ensure seamless Pin Payments integration

Click 'Okay, let's start' to use the default Express Setting. You can change the configurations through the settings at any time

Detailed Settings

To manage settings according to your preferences, click the 'Go to detailed settings' button. Here, you can configure your Sales, Product, Tax, Fee, and Payout settings before getting started.

Sales Settings

This setting will allow you to manage your sales preferences. You can choose the bank account to deposit your sales/ income and the method of payment you prefer for sales receipts, refund receipts, etc. 

Product Settings

This setting will allow you to choose how your products are synced to Xero. If you turn on the auto-create feature, the missing items in your Xero Online will be automatically created during the sync.

Tax Settings 

Turn ON this setting to record sync with tax calculation. If turned OFF, the tax amount will be added to the transaction amount and recorded without tax. 

Payout Settings

Enable the "Process the Payout" with the "Transfer To" account, so that all your Pin Payments Payouts are processed as Transfer transactions in your Xero for easy reconciliation.

• Click ‘Save’ once you are done managing your preferences. 

• This is just a basic setting. You can have your hands on further configurations through the Sync Setting, as you get along. (See how)

• Your configuration is over and now you can start syncing your Pin transactions to Xero Online with a single click.

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• Your previous Pin Payments transactions for the past 60 days will be automatically downloaded to PayTraQer when you hit the dashboard.

You can reach out to us at [email protected] if you are stuck somewhere. You can also schedule a personalized free demo with us if you need better clarity to connect with us by clicking Demo