Xero is an online accounting software that allows you to track financials.

Zenoti's integration with Xero enables you to sync the financial data from Zenoti to your Xero account.

Before you begin to set up and authorize Xero, ensure that you already have an account created on Xero.

To set up your Xero account details in Zenoti

  1. If you are not on the integration page, based on where you want to set up the integration, navigate to Admin > Organization menu > Organizations > Integrations or Admin > Organization menu > Centers > and click Integrations tab.
  2. Select Accounting.
  3. Under the Configuration tab, expand the Account section.
    You can see the fields relevant to Xero integration.

4. Enter the following details:

  • Account Id: Enter an identifier for your business. This can be any random combination of numbers. Zenoti will use this id while creating a company for your business in POSAccounting (a third-party connector for accounting integrations in Zenoti).
    For example, 34567821.
  • Account Name: Enter the company name of your business. You may use the same name that you’ve provided in Xero.
    For example, Spa Bliss.
  • Enable Xero: Select this switch to enable integration.
    If you want to pause the sync, you can turn off this switch.
  • Use Live Key: If you want to test the integration, turn off this switch. After you are ready to integrate data, you must turn on this switch.

To authorize Zenoti to access your Xero account

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Disclaimer: This tab will be visible only after you configure the invoice and sync settings in the Configuration tab.

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  1. Expand the Authorize tab.

2. Click the Authorize button.
A new tab opens that will ask you for access to your Xero account to Zenoti.

Important: For some technical reasons, if the new tab does not open, you can see the authorization link in the Authorize section.

Copy and paste the authorization link in a new tab and press Enter.

3. If you have a single organization created for your business on Xero, you will see the following window:

However, if you have multiple organizations created for your business on Xero, you will see the following window:

Select the organization to which you want to give access to Zenoti.

4. Click Allow access.

Zenoti now has access to your Xero account and you will see the following message.

5. To close the window, click Click here to close this window.

6. Turn on the Is Authorized switch.

7. Click Save.

You’ve completed the authorization process for Xero.

Next Step

If you've created locations in Xero, you must configure the location details. However, if you have not created locations in Xero, you must follow these steps (configure without location details).

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