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    Configure the Xero Integration
    • 12 Sep 2023
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    Contents

    Configure the Xero Integration

    • Updated on 12 Sep 2023
    • 1 Minute to read
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    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




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