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Xero - Client Connection

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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.

 

  1. Go to the Client’s screen
  2. Select the Admin tab and click on More...
  3. Click Connect this client to Xero
     
  4. Login to your Xero site




  5. Select the Client from Xero’s drop down list
  6. Click Authorise
  7. You will be redirected to Xeppo and a success message will be displayed
  8. Data for this client will be imported at the next scheduled Xero import (overnight).
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