Xplenty can access your Xero data. This article details creating the Xero connection in Xplenty.
To create a Xero connection In Xplenty:
- Click the Connections icon (lightning bolt) on the top left menu.
- To create a connection, click New connection.
- Choose Xero.
- Click Authenticate. (If required, sign in to Xero)
- Click Connect to authorize Xplenty access to your Xero account.
- In the new new Xero connection window, name the connection and click Create Xero connection.
To modify Xero connections in Xplenty:
- Click the Connections icon (lightning bolt) on the top left menu.
- Click a connection to re-connect if your password has changed or the token has expired.
- 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.