Xero Connecting/Disconnecting

Xero Connecting/Disconnecting

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




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