Xero

Last updated on December 13, 2021

Connecting your Xero account

On the menu to your left, select "Apps". To connect your Xero account with gini, click "Connect". If you need a screen recording check out the video here.

 
Notion image
 
 

Log in to Xero

A pop-up window will appear. To continue the Xero connection, enter your Xero credentials and click "Log in" to log in to your Xero account.

Notion image

Xero will verify your login process, authenticate your login to continue.

Notion image
 
 

Authorise gini access to your Xero data

After logging in, click "allow access". This allows gini to access your Xero account data.

Notion image
 
 

Next, you will be asked to select a Xero organisation. (If you have multiple organisations, please select one from the drop-down list)

 
Notion image
 
 

Once you have made your selection, click "Allow access" on the bottom of the screen.

 
Notion image

You should soon see the message "Successfully Connected!" which confirms that your Xero organisation has been successfully connected to gini.

Notion image
 
 

Your selected Xero organisation is now connected. If you wish to connect another Xero organisation to our web app, please read on further.

 

Connecting additional Xero organisations.

Go back to the "Apps" page and click anywhere on the "Xero" card.

Notion image
 
💡
You may have to log in again if you have been inactive for some time.
 

If you do have to log in again, please re-enter your log-in details.

Notion image
 
 
 

Select the Xero organisation you'd like to add to the gini web app.

Notion image
 
 
 
 
 

Once you have made your selection, click "Allow access" on the bottom of the screen.

 
Notion image

You should soon see the message "Successfully Connected!" which confirms that your Xero organisation has been successfully connected to gini.

Notion image
 
 
 

Screen recording

 
Did this answer your question?
😞
😐
🤩