Setting up the Xero Interface

Setting up Xero integration (4 min 06 sec.)

To set up the Xero interface, you first need to establish, then activate, the connection between WorkflowMax and your Xero account.

Establish the connection

To establish the connection between WorkflowMax and your Xero account:

  1. In the Business menu, select Settings > Xero.
  2. Connect to Xero.

    If you have previously connected your WorkflowMax account to Xero, the button label shows Reconnect to Xero instead. To reset all your Xero interface configuration settings back to the default values, click the Delete Xero settings button.

  3. If you have more than one Xero account available, in the Select organisation drop-down list, select the account you want to use and click Next.
  4. Review the connection to your Xero account. If it is to the:
    • correct account, click Next.
    • wrong account, click Cancel to go back to select a different Xero account.
  5. Next. The connection between WorkflowMax and your Xero account is established and you will be redirected back to the Xero screen in WorkflowMax complete the configuration of the connection.

Configure and activate the connection

You must specify the Interface Information to activate the connection, but you can select other options, as required, to control how data is transmitted between your accounts.

To configure and activate the connection between WorkflowMax and your Xero account:

  1. On the Xero screen in WorkflowMax, provide the following information, as required.
  2. Save your changes. WorkflowMax confirms that you have successfully connected to the Xero organisation you specified.

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Optional setup steps

Setting up WorkflowMax