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How to Connect Your Client's Accounting Software in the Trace App

Connect your client's accounting software via the Partner Portal 

Step 1: Access the Partner Portal

  1. Log into your Trace account.
  2. Click on your profile in the top-right corner.
  3. From the drop-down menu, select Partner Portal.

Step 2: Find Your Client

  1. In the Partner Portal, locate your client list.
  2. Scroll through or use the search bar to find the client you want to connect.

Step 3: Add an Accounting Data Source

  1. On the right-hand side of the client’s row, look for the green icon with three vertical white dots.
  2. Click the icon and select "Add Data Source".
  3. Follow the prompts to connect the client’s accounting software.

Step 4: Connect to the Client's Accounting Software

  1. Select 'Connect to Xero', 'Connect to 'Quickbooks' or 'Connect to MYOB'. 
  2. This will take you to the software platform's login page. Follow the login process. 

Step 5: Select your client's data source

  1. Go back to your partner portal, click on the 3 dots and 'Add Datasource'
  2. Select your clients accounting tenant and connect this to their account
  3. Once completed, the connection will appear in the Trace Partner Portal. 

Once connected, Trace will begin syncing relevant financial data for carbon footprint calculations.