Connecting [me] to Xero

Below are the steps on how to connect your Xero account to MarginEdge to get your data flowing! 

For some helpful context on the MarginEdge + Xero integration, please see this article: MarginEdge & Xero | Integration FAQs

1. Login to MarginEdge and navigate to Setup > Integrations.

2. Select “Xero” from the Accounting dropdown and click “Connect to Accounting System”.

3. Click on “Connect to Xero”

4. You should be redirected to Xero’s login. Enter your login details and click "Log in".

5. Select one of the organizations from the dropdown and click “Allow access”

6. You will be redirected back to MarginEdge. Fill out the configuration options as needed and click “Save”.