Connecting to Xero

Step by step guide for establishing a connection between Omono and Xero

Chris Hearn avatar
Written by Chris Hearn
Updated over a week ago

Follow these steps to connect your Omono and Xero accounts.

Please note, your Omono account must have admin level access in order to connect to Xero.

Your Xero account will need to have a role of 'Standard' or 'Advisor'. If you are the owner/creator of the Xero account, you will already have the correct level of access required.

First up, login to your Omono account.

Click your name (top right corner)

Click 'Settings'

Click 'Connect' from the navigation bar

Click the 'Xero' logo box

Click 'Connect To Xero' button

You will be sent over to Xero's site. Login using your Xero account credentials.

Review the information presented by Xero. If you agree, click 'Allow Access'. If you have multiple organisations linked to your Xero account, you will also need to choose which organisation that you wish to grant Omono access to.

You will now arrive back to the Omono Integration Area for Xero. You will see that some items in the list are showing a red traffic light, don't be alarmed! We just need to configure a few things to get them all green.

Head over to our guide on Configuring The Xero Integration to continue the setup.

If you need any further assistance, don't hesitate to get in touch with our support team via the online chat or by emailing [email protected]

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