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.