Xero Integration Guide

FAQ

How to connect your Osome Account to Xero

1. Go to chat to log into your Osome Account Log into your Osome Account

2. Go to the Settings menu Settings menu

3. Click ‘Connect to Xero’ Connect to Xero

4. Check into your Xero account Check into your Xero account

5. Choose your Company and press ‘Allow Access’ 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 Log into your Osome Account

2. Go to the Settings menu Settings menu

3. Click ‘Disconnect from Xero’ Connect to Xero

All done!

How to reconnect your Osome Account to Xero

1. Go to chat to log into your Osome Account Log into your Osome Account

2. Go to the Settings menu Settings menu

3. Click ‘Connect to Xero’ Connect to Xero

4. Choose your Company and press ‘Allow Access’ 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