Connecting your Xero Account
You can sync your Xero accounting with Ad Orbit. Multiple Xero accounts can be connected at once. If you connect multiple accounts, they will be associated with specific publishers from your system.
To connect your account, go to Settings > Integrations > Xero. You need the user permission 'Xero' to access this page. Click on Connect your Xero account. You will get taken to the app center page for Xero to login to your account.
Once you log in, you will be asked to choose which company you want to use. You must give permission to Xero to share data with Aysling Accounting.
Tip
If connecting multiple Xero accounts, this can be done in this initial step by choosing multiple organizations, or it can be done later on from the Xero settings page by using the Connect Another Account action.
After choosing your organizations and granting permissions, you'll be redirected back to the Xero settings page in Ad Orbit.
If you've connected one Xero account, all of your Publishers within Ad Orbit will be tied to that organization. If you connect multiple Xero accounts, you should choose which publisher to use with which Xero account by using the ellipses, edit icon on the account once connected.
Once your system is connected, you can start pushing over company and invoice information. The system will see if there are matching companies in Xero to connect, but if the company names are different it will create a new company.
Important
We recommend you check the company names in the system match your Xero company names before integrating. Talk to your representative if there are any concerns before syncing accounts.
Prior to pushing invoice information, we also recommend reviewing your Product Mapping. Click here for more information on how to map your products.
New 8/9/2024