How to activate Xero Integration

Last updated About 1 month ago

Instructions on how to connect Xero to BI Book

Connecting Xero to BI Book is super easy. Follow this step-by-step guide and you will be done in a matter of minutes. 

  • Log in to BI Book with administrative rights. Please refer to these instructions if you do not have a BI Book account.

  • Go to Company management, choose the Integrations tab and click on the Xero Connect service button 

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  • You will be redirected to Xero where you'll need to login (If you have popup blocker it will need to be disabled to proceed).

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  • Select your organisation in Xero that BI Book will access, then Authorise Access. You have now activated integration.