Introduction

Tagrain Xero Integration Plugin is a software module that seamlessly integrates Tagrain with Xero and allows retailers to further extend the capabilities of their TAGRAIN edition.  It allows them to post their sales, sale refunds, payments, cash ins, cash outs, floating expenses, and till variance from Tagrain to Xero. This helps them ease their accounting procedures and reduce the need for double-data-entry.  

Prerequisites

The retailer needs to be on a paid Edition of Tagrain.

The retailer needs to have an account on the Xero Portal. 

Steps to activate the Tagrain Xero Integration Plugin

In this section, we will look at how to activate the “Tagrain Xero Integration” Plugin in Tagrain.  

Step 1. Login to the Tagrain Web application. Navigate to Home > Plugins. The “Plugins Grid View” screen is displayed. The Plugins grid view screen is divided into five sections –

• All

This section of the Plugin Grid View screen displays all the Plugins, irrespective of the fact whether they are active or not.

• Active

This section of the Plugin Grid View screen displays the Plugins that the user has already subscribed to and are active.

• In-Active

This section of the Plugin Grid View screen displays the Plugins that the user is yet to subscribe to and are not active.

• Recommended

This section of the Plugin Grid View screen displays the Plugins that when subscribed may prove useful to the user in upscaling his business.

• Integrations

This section of the Plugin Grid View screen displays all the third-party Plugins that can be seamlessly integrated with Tagrain.

Step 2. Go to the “Integrations” section on the Plugin Grid View screen. Click on the “Activate” button on the “Tagrain Xero Integration” Plugin Tile. You can click “More Details” to read about what this Plugin offers including screenshots and an FAQ section.  

Step 3. Upon clicking the “Activate” button, you will get a notification pop-up indicating that you have chosen to activate the “Tagrain Shopify Integration” Plugin. You will have two choices:

• OK And Continue Selecting

Click this button if you wish to add more plugins to your existing Tagrain edition. 

• Review And Checkout

Click this button if you wish to add just this single plugin to your existing Tagrain edition. 

Step 4. Click on the “Review and Checkout” button. This will bring up the “Purchase Subscription” screen. You can expand the “Plugins to be activated” section to read a summary of the Plugin you are going to activate along with its annual cost. See: Tagrain Pricing

The “Purchase Subscription” screen will display the below options: 

• Subtotal for Stores and POS without Plugins

This section will reflect the Subscription amount including the number of Stores and POS available and excluding the Plugin(s) activated. The Total Subscription (With No Plugin Activated) is $948

• Due Amount from Next Subscription Cycle including Plugins

This section will reflect the Subscription amount with the Plugin(s) activated. We activated the “Tagrain Xero Integration” Plugin, the cost of which was USD 9/month, billed annually, ($9x12=$108). Now, with this Plugin activated the total bill is $948 + $108 = $1056. See: Subscription Management in Tagrain

Note: Amount and currency used in the example are for representational purposes only

Step 5. Once you have made your Plugin selection, you need to click the “Review Subscription” button. This will bring up the “Review Subscription” screen. This screen will display information about your:

• Subscription Plan

This will display the edition type you are currently subscribed to - Lite or Essential

• Subscription Frequency

This will display the bill generation period – Monthly or Annual

• Subscription Period

This will display the start date and the end date for the subscription.

• Additional Purchases

This will display additional purchases (additional STORE or additional POS), if any. 

• New Subscription Details

This will display the total number of stores purchased, total number of POS available, and the total number of Plugins subscribed.

Once you have reviewed your subscription, you may click the “Pay” button. The application is smart enough to prorate the subscription amount and take you to the payment page. 

Step 6. On the “Payment” page, make the payment using a valid credit card. This page will reflect the name of the Plugin(s) that you are going to pay for.

Step 7. Upon successful payment, you would see a “Payment Result” screen wherein you can validate your subscription information by clicking the “Go to Subscription” button. 

Step 8. The “Tagrain Xero Integration” plugin would be listed on the Subscription Page. It would say “Purchased” against its name. The Plugins that came pre-included with the edition would say “Included” against their name. 

Note: You can even download and print the receipt for the Plugin purchased by going to the “Payment History” tab from the Subscription Screen itself. The receipt would carry the Receipt Number, Amount Paid, Payment Date, Payment Method and the Summary of the plugin purchased. 

Step 9. Upon successful activation, the Plugin would appear under the “Active” section on the Plugins grid view page. 

Note: Once the Plugin is activated the blue “Activate” button will change to a yellow “Deactivate” button. 

How does the Tagrain Xero Integration Plugin activation affect your existing Tagrain Subscription?

Activating the “Tagrain Xero Integration” Plugin will increase your subscription amount for your next billing cycle. The increase in amount will depend upon your choice of edition and the billing cycle that you may have opted for. In this article, we saw that the Total Subscription (With No Plugin Activated) was $948. We activated the “Tagrain Xero Integration” Plugin, the cost of which was USD 9/month, billed annually, ($9x12=$108). Now, with this Plugin activated the total bill is $1056. 

Note: The amounts and currency mentioned here are for representational purposes only.