Connecting to Xero

George Bates

Last Update há 4 anos

Tradiemate is highly integrated with Xero to enable seamless business operations, and less manual entry of data.

To connect your organisation to Xero, first navigate to the Settings window from the left hand side navigation bar.

Scroll to the bottom, and under Linked Accounts, click Connect to my Xero account. This will open a window where you can log in to Xero and then choose your Xero organisation.

Once you have chosen, click Allow Access

You will then be redirected back to Tradiemate and should now see Connected at the bottom

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