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Setting up a Xero Integration

Posted by Zulu eDM Team, Last modified by Dave Zulu on 10 February 2017 06:26 PM

First you need to click on the 'connect to XERO' button 



You will then need to log into your Xero account



Once logged in, you will then need to authorise the application. This is done by pressing the green 'authorise' button



Once you have clicked authorise you will then see this screen briefly before you are redirected back to your Invoice Reminders on the Zulu eDM page



To ensure that everything is working accordingly, go to the Xero webpage and log in. Once logged in, hover your mouse over the 'Settings' button up the top and then select the 'General settings' button



Once you're in the 'General Settings' page, scroll down and in the bottom right hand side you will be able to see the 'Connect' heading. Underneath that, click the 'Add-Ons' option



Once you are in the 'Add-ons' pages, if everything is displayed as the picture below then you can be assured it's all working correctly. If you do wish to disconnect from the Invoice Reminders, you can do so by pressing the 'disconnect' button on this screen, or via the Zulu Labs page.



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