Integrating Xero with Expiration Reminder enables seamless synchronization of your accounting data, ensuring accurate and up-to-date records. This integration allows for efficient management of financial information and enhances compliance tracking.
Things to know before you begin
Prerequisites:
- Ensure that your Xero account is not already connected via another integration platform, as Xero allows only one active connection per tenant.
- If an existing connection exists, disconnect it within your Xero account before proceeding.
Setting up the Xero integration
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Initiate the Connection:
- Within Expiration Reminder, navigate to the integrations section.
- Select Xero from the list of available integrations.
- Click "Connect" to begin the linking process.
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Authenticate with Xero:
- A Xero window will appear taking you through the permissions notices. Review these windows before being taken to a credentials window.
- Enter your Xero email and password to sign in.
- If you have multiple organizations in Xero, select the one you wish to connect to Expiration Reminder.
- Click "Continue" to proceed.
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Authorize Access:
- Review the permissions that Expiration Reminder is requesting.
- Click "Allow access" to grant the necessary permissions.
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Complete the Integration:
- After authorization, the window will close, and you'll be redirected back to Expiration Reminder.
- A success message will confirm that your Xero account is now linked.