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Xero Integration

Connect Your Account

In this article

Overview: The first step to automating your accounting is to authorize a connection between EasyBiz and your Xero organization. This is a one-time setup process.

Contents

Prerequisites

Before you begin, ensure you have:

  1. Admin Access to your EasyBiz account.
  2. An active Xero account (login credentials ready).

Step-by-Step Guide

1. Navigate to Business Portfolios: Log in to your EasyBiz 3.0 Console. On the side menu, go to Settings and select Business Portfolios.

1. Navigate to Business Portfolios: Log in to your EasyBiz 3.0 Console. On the side menu, go to Settings and select Business Portfolios.

2. Select Integration Settings: Click on the specific business portfolio you want to connect, then click on the Integrations settings button.

2. Select Integration Settings: Click on the specific business portfolio you want to connect, then click on the Integrations settings button.

3. Connect Xero: Locate the Xero card in the list of available integrations. Click the three dots icon on the card and select Connect.

3. Connect Xero: Locate the Xero card in the list of available integrations. Click the three dots icon on the card and select Connect.

4. Authorize: A popup window will appear asking you to log in to Xero. Enter your Xero email and password.

4. Authorize: A popup window will appear asking you to log in to Xero. Enter your Xero email and password.

5. Select Organization: If you manage multiple businesses in Xero, you will be asked to select which organization you want to link. Choose the correct business and click Allow Access.

5. Select Organization: If you manage multiple businesses in Xero, you will be asked to select which organization you want to link. Choose the correct business and click Allow Access.

6. Verify: Once the window closes, you will be redirected back to EasyBiz. You should now see a green "Connected" badge on the Xero card.

6. Verify: Once the window closes, you will be redirected back to EasyBiz. You should now see a green "Connected" badge on the Xero card.

Note:

If your Xero account has access to multiple organizations (e.g., a Demo Company and your Real Business), double-check that you select the correct organization. Connecting to the wrong one will send real sales data into the wrong accounting book.

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