Contents x
    Configure the Xero Integration
    • 12 Sep 2023
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Configure the Xero Integration

    • Updated on 12 Sep 2023
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Only Users registered as Administrators can configure the Groundplan / Xero Integration.

    Preparing to Connect Xero and Groundplan

    1. Sign into Xero
    2. Sign into Groundplan

    Inital Setup

    1. Click My Account then click Setup
    2. Click Integrations
    3. Click Configure on the Xero tile

    configure-xero.png

    1. Click Connect to Xero (A new tab will open)
      If you have not already signed in to Xero, you will be prompted to on this page
    2. (If required select an Organisation) then click Allow access
      The Integration is now configured

    configure-xero-2.png

    Multiple Organisations

    The first company connected will be automatically listed as the Default Company. A maximum of 25 company files can be configured to your Groundplan Account.

    1. Click Add Company
    2. Select an Organisation
    3. Click the Allow access button and repeat steps as required
    4. To change the Default Company, select the checkbox next to the Company

    configure-xero-multicompany.png




    💡Accessed your Company's free 1 hour Training Session?

    Organise your session today! Click Help > Send us a Message and ask to book in for free training.

    Trainers can assist with:

    • Workflow solutions
    • Time-saving tips
    • Making sure you're getting the most out of your subscription

    If you've accessed your free training and need further support, reach out to book a 1 or 2 hour paid session.

    Was this article helpful?
    What's Next