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. Sync the chart of accounts, dimensions, and actuals desired in Martus in Dashboard > Updater.