What is Xero?
Xero is a cloud-based accounting software designed for small to medium-sized businesses. Offering a range of features to streamline financial processes.
These processes can be further streamlined with apps from our platform that can create or update data in Xero, such as contacts, invoices, tracking categories, and timesheets.
Why is a Connection required?
A Connection is required to allow Appenate to communicate with your Xero account before you can successfully add Form Connectors to push data or pull data with Data Source Connectors from Xero.
Adding
Navigate to Connections
The Data Hub area of the platform is where you can add connections for connectors. Navigate the side menu to Data Hub > Connections.
On the Connections page:
- Click the ADD CONNECTION button in the top-right-hand corner to bring up a list of connections.
- Click on the Xero option.
Authenticating
After adding a connection, fill in the required properties and save.
Once you’ve added a Xero Connection, hit the Authorize button on it and sign into your Xero account to allow Appenate to push or pull data from your account.
That’s it. Now you can add Form and Data Source Connectors to complete your integration with Xero.