Under the top left three bar menu , navigate to Settings + Integrations.
Please contact support for inquiries about creating NEW integrations or CONVERTING current platforms, as this needs to be done internally.
Click the "Online Authentication" button.
This will open a new browser tab, prompting you to login to your Xero account.
4. Login to Xero
Authorize the permissions, and "Save" your changes.
Use "Test Connection" to make sure the integration is properly configured. Note: "Sync Now" will kick off a sync, otherwise within the hour the synchronization will automatically happen Congratulations !! You are now finished with setting up Xero as your accounting package! Re-Authorization (Handling Disconnections and Reconnections)If your syncs are failing due to an authentication issue you can re-authorize your Xero Integration by repeating the steps above.