Embedded Files
The Xero integration simplifies syncing data between Clevero and Xero. This connection can be set up to streamline processes within specific modules. For example, the Consultants module can be configured to generate Xero invoices whenever a Clevero invoice is created.
Go to Settings > System Settings > Standard Connectors.
Select Xero menu from the side bar, and click the "Connect to Xero" button to connect to Xero.
3. Enter your Xero credentials > Click the "Login" button.
4. Set up multi-factor authentication (MFA) to add a layer of security to your Xero account. If you've already set it up, click "Not now" to skip it.
Info:
See the Xero documentation for details on setting up MFA.
5. Confirm a Xero login on your email.
6. Return to the Xero page and click the "Continue granting access" button.
7. Clevero will request permission to access your Xero organisation's data and account details. Choose the organisation you want to connect to.
8. Click "Allow Access" to proceed.
9. You're now connected to Xero.
Sync Organisation from Xero: Use this to sync organisations from Xero to Clevero.
Sync Accounts, Currencies, Tax Rates, Branding Themes, and Items from Xero: Use this to sync accounts, currencies, tax rates, branding themes, and items from Xero to Clevero.
Sync Customers and Suppliers from Xero: Use this to sync customers and suppliers from Xero to Clevero.
10. Once you click the sync button, a confirmation popup will appear indicating that the sync was successful, and the desired entries will be automatically imported into Clevero.
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