Guide to Integrating Xero
OneSaas can synchronize Contacts in and out of Xero for integrations with other contact management, CRM, eCommerce or email marketing systems.
1. Configuring a Shipping Item in Xero
2. Integrating Xero with OneSaas
3. Configuring Data Push to Xero
Connecting OneSaas to Xero
- One the OneSaas Dashboard select “New Connection” and select Xero from the popup
- Select Sign In to Xero
- You will be redirected to the Xero site in order to login and approve connectivity.
- Enter your credentials and select Login. Xero will already recognize this request is for authorizing access to OneSaas to your file.
- Xero will request you to Authorize permission for OneSaas to access your data. Click on the Authorize.
- You will be redirected to an intermediary notification page and then automatically back to OneSaas
- You can now Select the types od data you want integrated and the direction of integration
Terminology similarities between OneSaas and Xero
- OneSaas: Tax Codes – Xero: Tax Rates
- OneSaas: Financial Accounts – Xero: Chart of Accounts
- OneSaas: Products – Xero: Inventory Items
- OneSaas: Invoices/Transactions – Xero: Accounts Receivable and Accounts Payable
