🔗 Create a New Connection
To get started, expand the Xero configuration on the Integrations page. You will see a Connect to Xero button.
Clicking this will begin the setup process to link your account.
🔐 Login & Authorize
When prompted, login to your Xero account and review the authorization message for connecting to FinDaily. Select the Organization you wish to connect. Once ready, click the Allow Access button to finish the authorization process.
💾 Choose Data to Sync
FinDaily will only pull the data you want to use in your email templates.
Once connected, you can select the specific data you would like to use. By default all options are toggled off, until you toggle them on.
| Option | Description |
|---|---|
Unpaid Invoices | All Unpaid Invoices in your Xero Account |
Unpaid Bills | All Unpaid Bills in your Xero Account |
Customers with a Balance | All Customer records that still have a balance in your Xero Account |
Click Update once you have selected the desired options to save the configuration. Then you're good to go 🎉
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