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Xero Integration

In this Guide, you’ll learn how to connect the Xero accounting application into your Jenesys WebApp.

Jenesys makes it easy ​to integrate end-to-end with Xero via a secure API connection to facilitate the synchronisation of the expense transaction data and documents from Jenesys to your favourite accounting platform.

To facilitate this synchronisation, you have to perform a one-time account integration with your Xero account.

Note: You can only have one active accounting platform integration i.e. Sage, Xero or QuickBooks. To switch from one integration to another. Visit this Guide.

First Time Integration

  1. After you Sign In, click on 'Settings' button on the dashboard page and navigate to the 'Connections' tab and click 'Connect to Xero'.

1. Enter your registered Xero email address and password. Then click the 'Log In' button.
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Note: If you're already logged into your Xero account, this stage might be skipped.

2. Click the 'Allow access' button to grant the required permissions. It will redirect you back to the Jenesys app.

 

Congratulations, you have successfully integrated to your Xero account with Jenesys.

4. To disconnect your Xero account, first click 'Manage'
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5. And then click on the disconnect button to disconnect. Also, you can refresh chart of accounts on this page by clicking on the Refresh button.
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​6. Jenesys - Xero Data Flow