Xero Integration

Modified on Mon, 20 May 2024 at 06:35 AM

Integrating Xero with Josys enables the IT Admin to view the user accounts. 



Key benefits  


When you integrate Josys with Xero, you can view a list of user accounts, including their status, roles, and the last updated date timestamp.
 

Note: Josys supports multiple Xero integrations.


Prerequisites


Before you begin with the integration, make sure that you have:

  • A Xero admin account
  • An Organization name
  • A Starter, Standard, or Premium plan

 

Locating the Organization Name

 

Log in to Xero using an admin account and copy the Organization Name to use it later in the integration steps.


 


Steps to Integrate

 Step 1: Select Xero from the App Catalog in the Apps section.


 

Step 2: Provide a suitable Label for identification. Enter the Organization Name as copied in the previous section. Click Next to proceed.


 

Step 3: Log in to Xero using an admin account. Follow the guided steps to authorize Josys and complete the integration.



Step 4: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.




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