Connect to your Accounting Platform - Xero
Here are the steps to connect to Xero:
When setting up your account, you will encounter the following screen:
Please click on the Xero icon to access their login page:
Upon entering your credentials, you will be prompted with the following screen to grant InvoiceSherpa access to your invoicing data:
During the process of data synchronization between both platforms, you will come across the following screen:
Upon completion, the subsequent screen will be presented. Please click on "Let's finish up." This action denotes that the data from Xero has been successfully synchronised with InvoiceSherpa. Proceed by adhering to the on-screen instructions. Once this process is completed, you will be directed to the dashboard page of the platform: