Connecting to Xero

This functionality is only available if you are an Admin user.

Connecting to Xero

We recommend you first read this article to find out what we will be syncing with Xero.

  • In the Yordex interface, go to ["Settings" > "Services"]
  • Click on ["Connect to Xero"]. Please contact us if you cannot see the "Connect to Xero" button.
  • Login to Xero
  • Allow Yordex to access Xero

Connecting to Multiple Xero Accounts

If you need to connect Yordex to multiple Xero accounts contact us to set this up.

  • In the Yordex interface, go to ["Settings" > "Services"]
  • Then follow the steps above to connect to the first Xero account.
  • Once connected, assign that account to the right department or company, as below.
  • To connect the second Xero account select "Add Account" and follow the steps above.
  • Lastly, assign that account to the correct company or department.