Xero
Add new Connection
- Go to Settings > Connections
- Click the Add Connection button
- In the popup, select the Xero square
- Enter a label for the connection - this can be anything that makes it easy to distinguish between any connections.
- Click Add
- You will be taken to the new connection setup
Connecting to Xero
- Click the Connect your Xero account button
- If you're not already, login into Xero as per usual
- You will be taken to Xero's App Authorization screen
- If you have more than one Xero company, select the one you want to connect from the dropdown
- Click Allow Access
- When successfully connected, you will be return to Wbsync
- You can test the connection by clicking Check Connection
- The popup will show the company you are connect to