Xero Integration >> Integration Through Business Settings

Integration through Business Settings

Do you use separate accounts for Apptivo and Xero? There is no need to worry! Apptivo enables you to connect with Xero through Business Settings. Get your financial transactions done with this fantastic integration.

  • In your Apptivo account, navigate to the Business Settings from the User menu. Here, go to Services → Xero and Click on the Xero button.
    Business Settings
  • You will be redirected to the Xero website where you can enter your Xero account details. Next, click the Log in button.
    Xero Log in
  • You’ll receive the notification on your mobile and push the notification.
  • Click Allow Access on the permission page to enable the data transfer.
    Consent Access
  • Once access is provided, your Apptivo account will be integrated with your Xero account.
    Xero Added