Xero

Last updated on Invalid Date

Connecting your Xero account

On the menu to your left, select "Apps". To connect your Xero account with gini, click "Connect". You can also connect your Xero account on any flow page that requires the Xero app connection.

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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.

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

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Connecting your Xero organisation

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

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

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You should soon see the message "Successfully Connected!" which confirms that your Xero organisation has been successfully connected to gini. On the “Apps” page, Xero should be indicated as being connected under your connected apps.

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Connecting new Xero organisations.

Go back to the "Apps" page and click the more options “…” icon on the Xero app card, then select “Connect new org”. You may have to log in again if you have been inactive for some time.

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

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

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

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