Introduction

Xero Integration Overview

Below is a visual representation of the data that will synchronize between Xero and your portal. ConnectBooster to Xero Data Flow Diagram:

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Setup Accounting Package

Login

Login to your created ConnectBooster portal.
  • Under the top left three bar menu , navigate to Settings + Integrations.
 

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New Integration

Please contact us for inquiries about creating NEW integrations or CONVERTING current platforms, as this needs to be done internally.

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Online Authentication

Click the "Online Authentication" button.
  • This will open a new browser tab, prompting you to login to your Xero account.
 

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Authorize Permissions

4. Login to Xero
  • Authorize the permissions, and "Save" your changes.
 

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Test Connection

Use "Test Connection" to make sure the integration is properly configured. Note: The "Sync Now" is rarely needed, as the portal continuously syncs on an hourly basis. Congratulations !! You are now finished with setting up Xero as your accounting package! Re-Authorization (Handling Disconnections and Reconnections) If your syncs are failing due to an authentication issue you can re-authorize your Xero Integration by repeating steps 3-5 above.

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FAQ

FAQ

FAQ
  • Q: How do I transfer my payments from ConnectBooster into Xero?
    • A: All payments made in the billing portal will automatically transfer, and apply directly to the respective invoices in Xero.
  • Q: How often does ConnectBooster sync with Xero?
    • A: Syncing will occur once every 60 minutes.
  • Q: Am I able to sync more often than 60 minutes?
    • If you want data to show immediately in the portal after creating or adjusting invoices/companies/etc. , you may click "Sync Now" under Settings + Integrations.
  • Q: How can I remove access from ConnectBooster to my Xero subscription?
    • A: You may de-authorize the connection to Xero at any time.
    • NOTE - This is not advised unless speaking to a support member first. Failure to do so may result in data complications if payments are made.
 

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