Overview
This article will go over the instructions on how to connect to Xero from Smart Docs 360.
Instructions
- Navigate to the Connection tab on the main toolbar.
- From the Connection Tab, Click on +Setup to connect with Xero.
- After clicking on the +Setup, a new table will appear outlining the requirements to Sync with Xero.
- Please review the requirements then Select +Start Xero Authorisation
Once Authorisation has been given, please Select which Xero organisation you want to give access to.
After giving access, select which organisation to connect to your account, if more than one organisation has been granted access.
What data does SmartDocs 360 read from or insert into Xero?