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How to Configure your Xero Account

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Configure Xero

Configuration>Configure Xero

One

Go to Configuration and then Configure Xero. 

 

Two

Select Add New Connection:

 

You will then be redirected to Xero. 

 

Three

Log into your Xero account: 

 

Four

Select Authorise

 

 

Five

Your Xero account is now connected and you'll now have to complete your Xero preferences

 

 

Once completed and you have selected one for each account type, click Map Accounts

 

 

Success! You have now connected your Xero account to Expandly.  

 

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