Adding your Xero account to Expandly

Adding your Xero account to Expandly

Adding your Xero account to Expandly

Overview

In this guide, we will show you how to add your Xero account to Expandly.

Steps

1. Click Settings (left menu) and then Xero

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2. On the Configure Xero page, click mceclip1.png (top right) to be redirected to Xero

3. Login to your Xero account

4. On the next page, click mceclip16.png to authorise Expandly to connect with your Xero account

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5. You will then be redirected back to your Configure Xero page in Expandly

6. Congratulations! Your Xero account is now connected to Expandly!

Next Steps

Now that your Xero account is connected to Expandly, you will be required to configure this on Expandly, to allow you to start sending sales orders over to Xero. Please click here, to be taken to a wide range of Support Guides to help with this. 

Need more help?

If you need a little extra help, no problem. Contact us, and we'll be happy to help. 

Contact Us


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