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Connecting Xero to Botkeeper

If you have the credentials for Xero handy, you can connect in no time.

  1. Navigate to Client & User Management. 
  2. Click the Clients tab.
  3. Click the Client you want to connect.
  4. Click the Edit button in the Accounting Software tile. 
  5. Click the Connect to Xero button.
  6. A popup window will appear for you to:
    1. Follow the onscreen prompts to select the client you want to connect; and
    2. Authenticate your client 
  7. Once connected, you will be brought back to your portal and the Accounting Software tile will be updated to reflect what client you connected.