1. Sign Up and Log In 0:00
Ensure you have signed up and logged into your Tofu organization.
Choose the entity you want to integrate with your Xero organization.
2. Access Settings 0:37
Click on the entity you want to integrate.
Navigate to the 'Settings' section.
3. Select Integrations 0:41
In the settings menu, select 'Integrations'.
Click on 'Add New' in the integrations list.
4. Connect to Xero 0:45
Select 'Xero' from the list of integrations.
Click 'Connect' to initiate an authentication session.
5. Authenticate Xero Account 1:14
If already logged into Xero, it will automatically log you in.
Choose the Xero organization you want to connect to and click 'Allow Access'.
6. Select Organization in Tofu 1:23
After authentication, return to the Tofu app.
Select the correct Xero organization from the list to connect.
7. Configure Auto-Update Settings 1:31
Decide if you want to allow auto-updating of Xero with invoices from Tofu.
Toggling on auto-publish means extracted invoices will automatically publish bills to Xero.
Toggling on auto-import means extracted invoices will automatically import invoices updates from Xero.
If not ready to sync invoices, leave auto-publish and auto-import toggled off. Tofu will only read currencies, chart of accounts, tax rates, and suppliers data from Xero.
For more details for auto-publish and auto-import, see Understanding Auto-Publish & Auto-Import in Tofu
8. Verify Integration 2:30
Once activated, the label will change to 'Connected'.
Check the accounting settings to ensure currencies, tax rates, accounts, and suppliers from Xero are present.
10. Update Categories if Needed 2:49
If you need to update categories, do so in your Xero organization.
Force a refresh from Tofu settings to sync changes immediately.
