Setting up the Xero Connection

Created by Lachlan Robbie, Modified on Tue, 6 Aug at 2:26 PM by Christina Fenech

The first step in the Xero setup is to connect Xero to your Docketbook account, this requires you to authenticate your company with Xero. 


 


Note, that Xero integration is only available on the plans with Accounting Integration added. For more information on pricing, please visit our pricing page: www.docketbook.com.au/pricing


1. Click the Settings tog on the top right hand side of the screen.

2. Select Integrations

3. Then click "Connect to Xero" and follow the prompts




 


 4. Once connected, your screen will appear as shown below. Your last step is to click "Sync Items" and "Sync Contacts"



 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article