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.
1
Connect Wisenet to Xero
- Navigate to Wisenet LRM > Settings
- On the Left Navigation Bar, Click Connected Apps
- 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
- 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
- Once logged in, you will be asked to select a Xero organisation if you have multiple ones
- Select the Xero organisation that you wish to link to your Wisenet profile and Click the Authorise button
- 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
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 Wisenet. 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