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Connecting to Xero

Connecting to Xero
1. From the header select the  icon.
2. Click the Xero Add-On icon.

"Step 1. Create your Xero connection"

Click on the "Connect to Xero" button and log into your Xero account. This will create a permanent secure connection to your Xero account.

Don’t see the button? The connection has already been established.

 

"Step 2. Import your Xero contacts"

Clicking on the button below will import your Xero customer and supplier contact lists into EMAC clients and suppliers contacts.

 

Had a problem? You may clear your last Client or Supplier import if you have found that there was a problem by selecting the Clear Last Client Import or Clear Last Supplier Import buttons.

       

"Step 3. Import your Xero accounts"

Clicking on the button below will import the required Xero accounts to your EMAC account.

 

"Step 4. Connect your Revenue accounts"

Connecting your Xero account to EMAC will allow you to select which Xero revenue accounts are connected to EMAC.

Note: The Xero account must be a Revenue account in order for EMAC to push invoices to Xero.


Step 5. Connect your direct cost account

Connecting your Xero account to EMAC will allow you to select Xero direct cost account and connect it to EMAC purchases.

Note: The Xero account must be a Direct Cost account in order for EMAC to push purchases to Xero.

 

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