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Disclaimer: This article is for accounting integration v2.

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Set up

Important: Before you begin, ensure that you have a Xero account.

  1. Navigate to the Integrations tab as follows,

    1. At the organization level, click the Admin icon.

    2. Under Organization, click Organizations or Centers.

    3. On the Manage Organizations or Manage Centers page, click Integrations.

  2. Expand the Accounting tab.

  3. Under the Configuration tab, expand the Account section.

    You can see the account name of your business. It is a unique identifier for your business. This is a random combination of numbers. Zenoti will use this id while creating a company for your business. For example, 3456782

  4. Switch on the following toggles:

    • 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.

Authorize

Important: The Authorize button is visible if you've configured the invoice and sync settings in the Configuration tab.

  1. Navigate to the Integrations tab as follows,

    1. At the organization level, click the Admin icon.

    2. Under Organization, click Organizations or Centers.

    3. On the Manage Organizations or Manage Centers page, click Integrations.

  2. Expand the Accounting tab.

  3. Click Authorize - this button is visible only after you configure the invoice and sync settings in the Configuration tab.
    A new tab opens that will ask you for access to your Xero account to Zenoti. If the new tab does not open, you can see the authorization link in the Authorize section. Open a new tab on the browser, copy-paste the authorization link, and press Enter.

  4. Click Allow access and close the tab.
    If you have multiple organizations created for your business on Xero, select the organizations and click Allow access.

  5. Close the window.

  6. In Zenoti, click Save.



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