Wbsync Documentation
Adding Connections

Xero

Add new Connection โ€” Xero

  1. Go to Settings > Connections

    Go to Settings > Connections

  2. Click the Add Connection button

    Click the Add Connection button

  3. In the popup, select the Xero square

  4. Enter a label for the connection - this can be anything that makes it easy to distinguish between any connections.

    Enter a label for the connection - this can be anything that makes it easy to distinguish between any connections.

    Enter a label for the connection - this can be anything that makes it easy to distinguish between any connections.

  5. Click Add

  6. You will be taken to the new connection setup

Connecting to Xero

  1. Click the Connect your Xero account button

    Click the Connect your Xero account button

  2. If you're not already, login into Xero as per usual

    If you're not already, login into Xero as per usual

  3. You will be taken to Xero's App Authorization screen

  4. If you have more than one Xero company, select the one you want to connect from the dropdown

  5. Click Allow Access

    Click Allow Access

  6. When successfully connected, you will be return to Wbsync

  7. You can test the connection by clicking Check Connection

    You can test the connection by clicking Check Connection

  8. The popup will show the company you are connect to

    The popup will show the company you are connect to