Jenesys makes it easy to synchronise the financial data it has in your Jenesys account with what's in your Xero account. 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 accounting platform to another. Visit this Guide
First Time Integration
1. After you Sign In, Click on 'integrate Xero' button on the dashboard page, You will be automatically redirected to the Xero Login page.
2. Enter your registered Xero email address and password. Then click the 'Log In' Button.
Note: If you're already logged into your Xero account, this stage might be skipped.
3. Click the 'Allow access' Button to grant the required permissions. it would redirect you back to the Jenesys app
Congratulations you have successfully integrated to your Xero account with Jenesys.
How to Manage Xero Integration from Settings
After you Sign In, Click the 'Settings' button on the sidebar, Then Click the 'Integrations' Button.
2. Simply Click 'Connect' on the default accounting platform.
To switch to a different accounting sotfware eg from Xero to Sage. See complete guide here; How to change your default accounting platform.
3. Enter your registered Xero email address and password. Then click the 'Log In' Button.
Note: If you're already logged into your Xero account, this stage might be skipped.
4. Click the 'Allow access' Button to grant the required permissions. it would redirect you back to the Jenesys app
Congratulations you have successfully integrated to your Xero account with Jenesys.