Xero: Setting up your integration

To link your Routable account to Xero please head to your settings page and go to your Integrations tab. You will see "Xero" (look for the logo) as an option for an accounting integration.

Once you click the Connect your ledger button 👆, you will be shortly redirected to Xero to ensure a secure login.​
How do I know my connection worked?
Once the connection is successful, you should see a Manage my integration button which looks like so:

Go ahead and click Manage integration to ensure that your Xero contacts and bank accounts are correctly synced. We want to make sure there is no mismatched or duplicate info within Xero or Routable 😉

You will also see a "connected" status appear in your Dashboard sidebar. 

Preview:

Ready to get started with Xero?
​Click on the button below! If you have any questions please don't hesitate to reach out.