Knowledge

After successfully connecting to Xero, you can push customer, tax and transactions (invoice, payment) from the system to Xero and vice versa.

·        Step 1. Log in to your account (https://developer.xero.com/app/manage)

·        Step 2. Select New app

·        Step 3. Enter App name, select “Web app” as the integration type, enter Company or application URL and Redirect URL, then click on “ I have read and agree to the Xero Developer Platform Terms & Conditions à then select Create app.

Company or application URL: [your domain]

Redirect URL: [your domain] + [/admin/xero_integration/connect]

·        Step 4. Next, select Configuration and click Generate a secret

·        Step 5. You’ll now have a Client ID and Client Secret to use at the next step

·        Step 6. Go to Xero integration menu in the CRM system -> Select Settings menu à Copy Client ID and Client Secret in step 5 and paste it on this screen à Then select Save button

 ·        Step 7. Click on Connect button

·        Step 8. Select Allow access 

After successful login, the system returns “Connected”

• Step 9.  Enable auto-sync and select one or more required organization.
  
  
  

  NOTE: In case your Xero account has multiple organizations and you are using version 1.0.1, you need to update the module, then click Migrate, select the previously connected organization, and sync the data for that organization.

  The Migrate button is used for cases where customers already have synced data. When upgrading to the new version, this function assigns the old data to an organization to prevent data loss.