Xero - Client ConnectionFollow
In order to use the Xero Client Connection facility, you should have a PracticeAdmin level login.
NOTE: If you are using an individual client login, please contact Xeppo support for instructions and information on this method.
- Go to the Client’s screen
- Select the Admin tab and click on More...
- Click Connect this client to Xero
- Login to your Xero site
- Select the Client from Xero’s drop down list
- Click Authorise
- You will be redirected to Xeppo and a success message will be displayed
- Data for this client will be imported at the next scheduled Xero import (overnight).