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.
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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.
Xero will verify your login process, authenticate your login to continue.
Authorise gini access to your Xero data
After logging in, click "allow access". This allows gini to access your Xero account data.
Next, you will be asked to select a Xero organisation. (If you have multiple organisations, please select one from the drop-down list)
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.
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.
If you do have to log in again, please re-enter your log-in details.
Select the Xero organisation you'd like to add to the gini web app.
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.
