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How do I enable XERO Integration?

Relevant to: Buyers & Site Operators (subscribed only)
Navigation tree: Settings > Transactions > Integrations


Connecting a Xero account with one organisation

Navigation: Settings > Transactions > Integrations.

  1. Click Enable next to the Xero icon.
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Note:  If you cannot see the Integration tab or Xero icon, contact support@agridigital.io to discuss adding this integration functionality.

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  1. You will be redirected to the Xero website. Log in using your Xero account credentials.
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  1. Click Allow access and you will be redirected back to AgriDigital.
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  1. Important: In the Settings > Integrations screen of AgriDigital, you will now be able to see the connected Xero organisation under Connected Organisation title.

    From this screen, you can then set up your Xero Integration mappings by clicking Settings.

    (See What do I need to do to set up my AgriDigital account for Xero Integration article for details).  
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Connecting a Xero account with multiple organisations

If your Xero account has multiple organisations, do the following steps.

Navigation: Settings > Transactions > Integrations.

 

  1. Click Enable next to the Xero icon.
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Note: If you cannot see the Xero icon, contact support@agridigital.io to access the integration functionality.

 

  1. You will be redirected to the Xero website. Log in using your Xero account credentials.
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  1. Select the organisation that you want to connect to AgriDigital, and then click Continue.
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Note: If you allow access to multiple organisations in Xero by simply clicking Continue above, when you return to AgriDigital, you will still need to select one organisation you wish to sync to complete the integration set-up.

Go to Settings.

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Select the organisation that you want to connect to AgriDigital, and then click Save.

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  1. Important: In the Settings > Integrations screen of AgriDigital, you will now be able to see the connected Xero organisation under Connected Organisation title.

    From this screen, you can then set up your Xero Integration mappings by clicking Settings.

    (See What do I need to do to set up my AgriDigital account for Xero Integration article for details).  
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