Synchronizing our platform with Xero allows you to streamline your business operations effectively.
Here are the steps you can follow to establish this connection:
Log in to the Tola app: Firstly, sign in to your Tola account
Navigate to "Workflows - Accounting": Click on setting on the left side panel and click on the Accounting option.
Press "Get started - Connect to Xero": Once you select Get started, you will now have an option to 'Connect to Xero'. By clicking on this, you'll be redirected to the Xero login page.
Sign in to Xero: Here, enter your Xero credentials and sign in. After successful login, you'll be asked to authorize our platform to access your Xero data. Click on 'Authorize' or 'Connect'.
Confirm the Integration: You'll be redirected back to our platform. Confirm that the status of the Xero integration has changed to 'Connected'.
Once connected, you'll be able to get even more out of the platform, which you can read more about following this link.
If you encounter any issues or need further assistance during this process, our support team is readily available to assist via chat or email on support@tolahq.com