So, you're ready to connect your Coordinoter account to Xero? Fantastic choice! This integration will make your life a lot easier by syncing your invoices seamlessly between both platforms. Let’s get you set up in no time.
Why Connect Coordinoter to Xero?
Integrating Coordinoter with Xero allows for two-way syncing of your invoices. This means any invoice batches you create in Coordinoter will automatically appear in Xero. No more manual entry, no more double handling—just smooth, efficient accounting.
A Quick Word on oAuth and APIs
Before we dive into the steps, let’s quickly touch on some techy stuff. oAuth is a secure way to allow Coordinoter to access your Xero account without sharing your login credentials. It uses access and refresh tokens to keep the connection secure. APIs (Application Programming Interfaces) and Webhooks are the magic wands that make the syncing happen. APIs allow Coordinoter to communicate with Xero, while Webhooks ensure that any updates are instantly reflected in both systems.
Important Note: Invoice batches created in Coordinoter before setting up this integration won’t be synced to Xero. So, if you want all your invoices in Xero, make sure to set up the integration before creating any invoice batches.
Step-by-Step Guide to Connect Coordinoter to Xero
1. Open Coordinoter: First things first, log in to your Coordinoter account.
2. Navigate to the Business Portal: Head over to the business portal. You can find this in the main menu.
3. Click on Manage Integrations: This will open the integrations page. If you’re in a hurry, you can just click [here].
4. Start the Connection Flow: Click the Connect to Xero button. This will kick off the oAuth flow.
- Token Request: Coordinoter will request access and refresh tokens from Xero.
- Token Exchange: You’ll be redirected to Xero to securely log in and grant Coordinoter access to your account.
- Access Granted: Once you allow access, Xero will send the tokens back to Coordinoter, completing the connection.
5. Login Securely: Enter your Xero credentials and allow Coordinoter to access your Xero account. Don’t worry, this is all secure and encrypted.
6. Redirect to Coordinoter: After successful login and authorisation, you’ll be redirected back to Coordinoter.
And that’s it! Your invoices will now sync between Coordinoter and Xero. If you encounter any hiccups during the connection process, simply hit the help icon at the bottom right corner for real-time assistance.
Happy integrating! 🛠️