Integrating Pin Payments transactions with Xero is easy and efficient with PayTraQer. It only takes five minutes and a few clicks to get started. Once you're in, your Pin Payments transactions can be quickly synced into Xero
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
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
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.
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.
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.