- Knowledge Base
- Xero Integration
- Getting Started
Connecting Xero to Smoothx (Xero Integration)
How to connect your Xero account to Smoothx
NOTE - Red dot indicates Xero Access is disconnected
Connecting your Xero Account
- Log in to your Smoothlink Integration - https://app.smoothx.com/
- Navigate to Settings
3. Select Procore & Xero Access menu
4. Click Connect to Xero - You will be redirected to Xero Login
NOTE: The Xero account used to connect to Smoothlx MUST have FULL Administration rights.
5. Complete Log in to Xero & Allow Access
6. Select the relevant Xero Company and Tracking Category (Project / Job)
7. Click Save
8. A Green Dot is now displayed next to Xero Access
