Xero Integration Guide
FAQ
How to connect your Osome Account to Xero
1. Go to chat to log into your Osome Account
2. Go to the Settings menu
3. Click ‘Connect to Xero’
4. Check into your Xero account
5. Choose your Company and press ‘Allow Access’
6. You will receive a notification saying ‘Connected to Xero, please close this window’
All done!
How to disconnect your Osome Account from Xero
1. Go to chat to log into your Osome Account
2. Go to the Settings menu
3. Click ‘Disconnect from Xero’
All done!
How to reconnect your Osome Account to Xero
1. Go to chat to log into your Osome Account
2. Go to the Settings menu
3. Click ‘Connect to Xero’
4. Choose your Company and press ‘Allow Access’
5. You will receive a notification saying ‘Connected to Xero, please close this window’
Why integrate with Xero?
- To allow regular data synchronization between Xero and Osome
- To let Xero automatically upload data from your documents
- To get reminders about missing documents
