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How To Set Up Xero Integration

As a customer of Wisenet, the Xero Integration license is automatically added to your product and service package with us.  Follow the steps below to set up your Xero connection.  If you do not see the option to connect Xero on the LRM then log a support request.

Before you begin:

Required Knowledge: Xero Integration

Required Access: Admin Only

1

Connect Wisenet to Xero
  1. Navigate to Wisenet LRM > Settings
  2. On the Left Navigation Bar, Click Connected Apps
  3. You will see a list of all your connected Apps as well as available Apps. Next to the Xero Application select Connect to begin the authorisation process
    • If connection was successful, it will show in a green message box

See screenshots below for reference only

2

Connect Xero to Wisenet
  1. You will be redirected to a Xero screen, Login to Xero using a username/password that has access to the Xero account that you wish to link
  2. Once logged in, you will be asked to select a Xero organisation if you have multiple ones
  3. Select the Xero organisation that you wish to link to your Wisenet profile and Click the Authorise button
  4. If you are already logged in you will see a popup message asking for access authorisation, Click Allow access for the Xero data that you want to connect to

See screenshots below for reference only

Note: If you do not have any organisation to choose from then your Xero username does not have appropriate access.  You will need to find someone that can help you connect.

3

Confirm Connection

The connection is operational when you see a popup window saying Wisenet is now enabled and you will now be redirected back to the Wisent Portal.  Wait for the Integration page to load again and you will see it showing as Connected next to the Xero Application.

See screenshots below for reference only

Next Step: Sync Existing Records

If this is the first time you have connected Xero to Wisenet you may need to consider the following:

Existing Learners in Wisenet to Xero Contacts

  • Set Learner Sync to Xero – On
  • Wisenet can assist in completing this in bulk

Existing Invoices in Xero to Wisenet

  • Only Invoices that are linked to a Xero Contact created by Wisenet can be sync’d back to Wisenet
  • Therefore existing Invoices may need to be moved to the Wisenet Xero Contact using the Xero Merge Contact Process
  • How to Sync Existing Xero Invoices to Wisenet

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