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Getting Started

How to take the first steps in setting up your Xero integration

Matt Taylor avatar
Written by Matt Taylor
Updated over a week ago

Opsyte integrates with Xero for the purpose of posting invoices / bills that have been approved by your team.

To get started, you will need to set up your Xero integration.

If you have created an account by using the Xero sign up, your account will already be linked to your Xero account.

If you did not (or for any reason the connection drops) please visit your invoice setting as pictured below below, and select the button called 'Approve'.

You will then see the Xero connect button. Click on this and follow the steps to Xero, authorising the correct company.

If you are authorising a Xero account that is greyed out, you will need to log in to your Xero account, find the 'Connected Apps' section in your settings and remove Opsyte before you can reconnect.

Once you have connected you will be taken back to Opsyte where you will see the Xero connection history as well as the option to disconnect - below.

You can now click on the 'Approve' button and you will be taken to your invoices page.

Want to know more? Please go back to our Xero section to read our other articles, or alternatively:

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