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Getting Started - Xero

Follow these steps to connect your Xero and automate your tasks effortlessly.

Step 1: Select Xero from viaSocket’s Library of Apps

Find Xero Use the search bar to locate Xero from the list of available apps.

                         Select Xero: Click on Xero to begin the integration process.

                         

Step 2: Authenticate

Authentication Prompt: After selecting Xero, viaSocket will prompt you to authenticate your Xero account.

                         

Allow Access: You will be asked to choose from one of your Xero accounts. Select your desired account and Click on 'Allo Access' to proceed.

               Log In to Xero: If you are not already logged in, you will be asked to log into your Xero account.

                       

Map Data Fields, Test and Save

  • Ensure that data from the triggering app is correctly mapped to the fields in Xero. This might involve mapping email content to a lead’s details or form submissions to contact records.
  • Before finalizing, run a test to ensure everything is set up correctly. 
  • Once you are satisfied with the test results, save your step.