Connecting your Xero account

Steps to connecting 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 synchronisation between both platforms, you will come across the following screen:

After completing the process, click on "Let's finish up." This action indicates that the data from Xero has been successfully synchronised with InvoiceSherpa. Follow the on-screen instructions. After completion, you will be directed to the platform's dashboard page: