Setting Up Your Xero Integration
Flowlens interacts with your Xero Accounts software to enable the transfer of sales and purchase invoice data, and payment status. The integration also transfers customer/supplier information to Xero, and ensures that Nominal Accounts and Tax Rates are up to date.
Follow these steps to complete the initial setup process.
Connect Your Xero
- Login in to Flowlens
- Click Cog icon (top right corner)
- Click Settings
- Click Xero Connection
- Click 'Connect to Xero' and login to your Xero account
- Click 'Allow Access'
You will then be returned to Flowlens Xero Connection page, with details showing the completed connection.
Next, click here to learn about refreshing Tax Rates and Nominal Accounts from Xero to Flowlens.