Xero - Integration Setup

Review the requirements and complete the steps below to set up the Martus integration with Xero.

Requirements

The user in Martus who is going to make the connection to Xero must be an Admin-level user in Xero.

Steps

1. In Martus, go to Setup > Xero and click Connect. You will be redirected to login.xero.com.
2. Log in to Xero and complete the connection.
3. The Realm, Access Token, Refresh Token, and Organization will populate in Martus.
4. Click 'Save'
5. In Dashboard > Updater, sync the chart of accounts to test the sync. When the sync has been completed and shows successful in the queue below, confirm the accounts synced by going to Setup > Accounts.
6. The last step will be to configure dimensions. Please connect with Martus Support to determine the ideal dimension setup.