Only Users registered as Owner, Admin or Setup can configure the Integration.
Preparing to Connect Xero and Groundplan
Sign into Xero
Sign into Groundplan
Inital Setup
Click My Account then click Setup
Click Integrations
Click Configure on the Xero tile
Click Connect to Xero
(If required select an Organisation) Then click Allow access
The Integration is now configured
Multiple Organisations
The first company connected will be automatically listed as the Default Company. A maximum of 25 company files can be configured to your Groundplan Account.
Click Add Company
Select an Organisation
Click the Allow access button and repeat steps as required
To change the Default Company, select the checkbox next to the Company
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