When you are in the dashboard you can select Xero Import from the action bar, this will bring you to the Xero Import screen which will help automate the data coming into P2P directly from your Xero account.
Click on the ‘Connect to Xero’ button this will take you to the screen to sign into your xero account if you are not already connected. Once connected it may ask you to select the organisation you wish to allow access from and it will show you a list of permissions P2Pagri will require to pull in your Xero Data.
Once connected P2PAgri will bring in all your data and put them into their associated account type: Income, Expenses, Assets and Liabilities
Each Item you will be able to adjust if needed, and you can also opt to ‘Ignore Item’ if you don’t want to bring that item into P2Pagri
Once you are happy with with the information shown on the screen click ‘Save’ and this will import all your data to Profit and Loss and Balance Sheet
