Xero integration
Here's a step-by-step guide on how to connect with Xero Accounting
Connecting with Xero Accounting:
Log into Your Conduit Account: Start by logging into your Conduit account. If you don't have one, you can sign up for free.
Navigate to the Connections Tab: Once logged in, navigate to the "Connections" tab in the main menu.
Select Xero: In the list of available integrations, find and select "Xero"
Click on "Connect": Click on the "Connect" button next to Xero Accounting. This will initiate the authorization process.
Authorize Access: You will be redirected to Xero's authorization page. Log into your Xero account and grant permission for Conduit to access your Xero data.
Confirm Connection: After authorizing, you'll be redirected back to Conduit. Your Xero integration is now set up and ready to use.
Setting Up Data Imports:
Navigate to the "Imports" Tab: Once your Xero integration is connected, go to the "Imports" tab in the main menu.
Create a New Import: Click on the "Create Import" button.
Select Xero as the Data Source: In the import configuration, select "Xero" as the data source.
Configure Import Settings: Choose the specific data types you want to import from Xero, such as invoices, contacts, or expenses. Customize any mapping or transformation rules to ensure the imported data is structured according to your needs.
Connecting with Xero Accounting:
Log into Your Conduit Account: Start by logging into your Conduit account. If you don't have one, you can sign up for free.
Navigate to the Connections Tab: Once logged in, navigate to the "Connections" tab in the main menu.
Select Xero: In the list of available integrations, find and select "Xero"
Click on "Connect": Click on the "Connect" button next to Xero Accounting. This will initiate the authorization process.
Authorize Access: You will be redirected to Xero's authorization page. Log into your Xero account and grant permission for Conduit to access your Xero data.
Confirm Connection: After authorizing, you'll be redirected back to Conduit. Your Xero integration is now set up and ready to use.
Setting Up Data Imports:
Navigate to the "Imports" Tab: Once your Xero integration is connected, go to the "Imports" tab in the main menu.
Create a New Import: Click on the "Create Import" button.
Select Xero as the Data Source: In the import configuration, select "Xero" as the data source.
Configure Import Settings: Choose the specific data types you want to import from Xero, such as invoices, contacts, or expenses. Customize any mapping or transformation rules to ensure the imported data is structured according to your needs.
Updated on: 29/08/2023
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