Getting Started - Xero Connection

If you chose to skip the Xero connection during onboarding, you can connect to Xero at any time. Click on Settings under Administration in the left-hand menu and select Xero connection from the screen

From import transactions on the left-hand menu you can also connect to Xero.

Select the green Connect to Xero box, a Xero Log in to Xero box will pop up

You will need to allow access so that Zeropath can view your transactions.  Check the details are correct and Allow access.

Once the connection is successful, a confirmation message will appear. You can then close the window and continue.

You will then see a screen to confirm Xero is connected to Zeropath.

Once connected you can Collect your transactions from Xero by clicking on the green Collect from Xero button.

You will then see the invoices that have been collected. Please note that only invoices dated on or after your baseline year has been determined will be displayed.

This screen also gives a summary of transactions imported and the state of the connection. When required you can also use this screen to Reauthorise the Xero connection or test it.