To connect Xero, go to Settings › Integrations, click Connect on the Xero card, then click Log in with Xero and allow EasyBiz to access your Xero organisation. You do this once. Connecting sends nothing to Xero yet: your sales start syncing only after you choose which sales channels to sync.

Before you start

  • You are the account owner, or a staff member who can open Integrations in Settings.
  • You have your Xero login ready, and you can see the organisation you want to connect when you sign in to Xero.

Connect Xero

  1. In the Console, click the gear icon (Settings) at the top right.
  2. Under Administration, click Integrations.
  3. On the Xero card, click Connect. A window titled Setup Data Sync With Xero opens.
  4. Click Log in with Xero. The Xero sign-in page opens.
  5. Sign in to Xero. If your login has more than one organisation, choose the one you want to connect.
  6. Allow EasyBiz to access the organisation.
  7. Xero sends you back to EasyBiz. After a few seconds the Xero Settings page opens, with your organisation's name at the top.

Check that it's connected

Go back to Settings › Integrations. The Xero card now shows your organisation's name and two buttons:

  • Sync opens the Xero Sync page, where you send past orders to Xero.
  • Manage opens the Xero Settings page, where you choose what to sync and which Xero accounts to use.

Connect a second Xero organisation

If you keep separate books in Xero (for example, one organisation per company), you can connect more than one.

  1. On the Xero card, click Manage.
  2. At the top of Xero Settings, click Connect another organization.
  3. Click Log in with Xero, then choose the other organisation and allow access.

Each organisation keeps its own settings. To work on one, click its name in the row of buttons at the top of Xero Settings.

If the card says "Reconnect required"

Xero sometimes asks you to log in again. When that happens, the Xero card says Reconnect required, and nothing syncs to that organisation until you reconnect.

  1. On the Xero card, click Reconnect.
  2. Click Log in with Xero and allow access again.

Your settings are kept. On the Xero Settings page, an organisation that needs this shows a warning with its own Reconnect button.

Stop syncing with an organisation

  1. On the Xero card, click Manage, then pick the organisation at the top.
  2. Scroll to Unlink Selected Organization and click Unlink.
  3. Confirm with Unlink.

This only stops EasyBiz from syncing with that organisation. It does not delete the organisation or any invoices in Xero.

FAQs

Does connecting send my past sales to Xero?

No. Nothing is sent until you add a sales channel under Auto Syncing on the Xero Settings page. To send orders from before that, use Manual Sync.

Do I need to connect again every day?

No. You connect once. You only log in again if the card says Reconnect required.

Where do I set up what gets synced?

Click Manage on the Xero card. The Xero Integration Overview lists the setup guides in order.

What's next

Now that Xero is connected, continue to Configuring Account Codes to choose which Xero account each part of a sale goes to.