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How to Setup Xero Integration

  • Click on "More" on the left menu and then "Integrations", you will see a list of all the service providers Results integrates with

 

  • Click in the checkbox next to the name of the Xero integration "Xero" to "Enable" the integration

  • Once the integration is enabled, click on the padlock icon to "Authenticate" the integration, this should open a new window with the login screen for the integration provider you are trying to authenticate (Xero login screen will be opened)

  • Login with the credentials of the user with permissions to access the data you are wanting to import into RESULTS.com 

 

  • Once "Enabled" and "Authenticated", the integration options should look like the one shown below - with a check mark indicating the integration is enabled and a green 'locked' padlock icon indicating that the integration has been successfully "Authenticated" (please refresh the page if you do not see the integration authenticated)

 

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