How to connect to Xero

Overview

To establish a connection between Zed Axis and Xero please follow these steps.   Before you start you will need to have completed the following:
  • Created an Xero account
  • Be connected to the internet

Steps to connect to Xero

  1. Open Zed Axis and click on the Connections tab
  2. In the Xero Connect group click on the Connect button. 
  3. Zed Axis will open a browser and launch a page click the button to automatically go to the Xero login screen, type in your Xero username and password 
  4. If you are using the Authenticator app enter the code in the screen shown below  
  5. Once authorized you will then obtain an Access Token, Refresh Token and a Tenant ID,  copy and paste that code into the Zed Axis screen and click OK, the token is stored for the current session to a maximum of 30 mins, once you disconnect you will need to get another token repeating the steps above.


Troubleshooting errors

The Xero access token has been revoked – The token that Axis uses to connect to Xero may no longer be valid, this could have occurred because the token expired after 30 mins of use or a Xero user requested that the token be cancelled.  You will need to reopen Zed Axis and attempt to connect again, it may require a reboot if you continue to experience the same error.

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