Allowing Xplenty access to my data on Xero

Xplenty can access your Xero data. This article details creating the Xero connection in Xplenty.

To create a Xero connection In Xplenty:

1. Click the Connections icon (lightning bolt) on the top left menu.
2. To create a connection, click New connection.
3. Choose Xero.
4. Click Authenticate. (If required, sign in to Xero)
5. Click Connect to authorize Xplenty access to your Xero account.
6. In the new new Xero connection window, name the connection and click Create Xero connection.

To modify Xero connections in Xplenty:

1. Click the Connections icon (lightning bolt) on the top left menu.
2. Click a connection to re-connect if your password has changed or the token has expired.
3. To delete a Xero connection, click on the three vertical dots on the far right of the connection listing and select the Delete connection option.