Connect Xero

Connect Xero once for the whole studio. From then on, each invoice and purchase order you save is sent to Xero.

Before you start

• You need permission to edit studio settings. Admins have it by default.
• You need a Xero login with access to the organisation you want to connect.
• In Xero, enable every currency you invoice or order in. Xero refuses documents in a currency it doesn't have.
• Allow pop-ups for Techstyles in your browser.

Steps

1. Go to Settings > Integrations.
2. On the Xero card, click Connect with Xero.
3. In Connect Xero, check the reminder about currencies and click Connect.
4. In the Xero window, sign in and allow access to your organisation.
5. The window says the connection is complete and closes itself.

What happens next

• The card shows Connected, and Where lines post in Xero appears beneath it so you can choose accounts.
• From now on, every invoice and purchase order you create or save is sent to Xero.
• Documents that already existed are not sent automatically. They show Not synced in the Sync column. Sync them to Xero when you are ready.
• Sync to Xero appears in the selection bar on Finance.

Good to know

• If you see "Your browser blocked the Xero window. Allow pop-ups for this site and try again.", allow pop-ups and start again.
• The connection link works only for the person who started it, in the same browser, for 10 minutes.
• If you allow access to more than one Xero organisation, Techstyles keeps the one it was linked to before, or else the first.
• If Xero later ends the connection (for example access was revoked in Xero), Techstyles disconnects and the card shows Connect with Xero again. Reconnect to carry on.