Xero Connecting/Disconnecting
In Article Navigation can be found to the right of this article or via the buttons below
Connecting to Xero
Head to Integrations>Xero
Click the green 'Connect Xero' button
In the next prompt, choose your Brokerage name from the dropdown named 'Select another organization'.
****If you have connected in the past you will see the option to continue with 1 Organization.
Follow the login prompts to authorize Loft in Xero. Once authorized, you will be redirected back to the Loft47/Integrations/Xero/Activity page in the Loft47 App.Click the blue 'Sync Xero' button.
!!IMPORTANT!! Sync Xero
It's imperative that you click Sync Xero after you've connected the two apps and before you run a new batch process.Let the Sync fully run.
Once fully synced, the Last Synchronized date field will display the current date. If no date shows or the field is blank, Xero has not been fully/properly synced.
Disconnect Loft in Xero
Navigate to www.Xero.com>Settings>Connected Apps
Click the 'Disconnect' button for ALL instances of the Loft47 Application.
In the 'Disconnect app?' popup, choose other as the reason
Click the 'Disconnect App' button
Repeat steps until all instances of Loft are gone.
Multiple Xero accounts
If you have more than one organization with Xero please follow this article https://support.loft47.com/portal/en/kb/articles/xero-v2-connections-with-multiple-brokerages-or-xero-accounts
Related Articles
Multiple Brokerages/Xero Accounts Connection
In Article Navigation can be found to the right of this article or via the buttons below Scenario 1 Scenario 2 Scenario 3 As multi Brokerage user or Accounting firm assisting our clients, the new connections in Xero can get a little complicated. ...QuickBooks Online Connecting/Disconnecting
In Article Navigation can be found to the right of this article or via the buttons below Connect QuickBooks Online Disconnect QuickBooks Online Connect QuickBooks Online Head to Integrations>QuickBooks Online Click the green 'Connect to QuickBooks' ...QuickBooks Online Integration to Xero migration - Task list
In Article Navigation can be found to the right of this article or via the buttons below Important message Migration Prep Steps !!Important Message!! QuickBooks Online >> QuickBooks Online Migration You can migrate to either Xero or to another ...Xero/Loft - Common FAQ's
In Article Navigation can be found to the right of this article or via the buttons below Xero Support Xero User Roles Xero Bank Feed Setup Bank Feed Support Bank Account Importing How Data is Shared Loft to Xero GL Posting Xero Income Statement ...Xero to QuickBooks Online Integration migration - Task list
In Article Navigation can be found to the right of this article or via the buttons below Important message Migration Prep Steps Important - Please read before you proceed! Xero >> Xero Migration You can migrate to either QuickBooks Online or to ...