Once your User Account is activated by Innovent Business Solutions you will be able to log into the Integration Portal.
By logging into this portal you will be able to:
- Configure your exporting preferences
- Perform a manual export of transactions
- Schedule an automated export of transactions
- Consult the export log to track down exported and failed exports
- Change your account's password
The first time you log in, you may be redirected to Xero's Web Site to enter your Xero credentials.
When you see this screen, enter you Xero account login to link the integration to your Xero account. After you enter your credentials, hit the Login button and you will see a screen similar to the following:
Click the Authorise button to allow the integration access to your company in Xero, and with this you will be redirected back to the integration.