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 XeroUse 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.
  

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