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Xama Portal - Xero Integration

How does it help?

 

Our Xero integration enables you to instantly import all your Suppliers and Contacts into the Xama Portal. Once you have connected Xero, you can immediately start inviting your Suppliers to get verified, connected and securely provide their up to date contact and payment details. 

How does it work?

When you first connect Xero, all your Xero Suppliers and Contacts are created within the Xama Portal with the exception of Contacts marked exclusively as a Customer in Xero.

  • Any new Contacts created in Xero will also be created in the Xama Portal. The Xama Portal will look for any new Xero Contacts every 10 minutes.

  • Once a Contact is created as a Supplier within the Xama Portal any updates to that Supplier will be synced to Xero within a minute, ensuring your data is never out of sync when you have accepted updated information from your Suppliers.

To prevent overwriting important updates made by your Suppliers to their records within the Xama Portal, updates made to the Supplier record in Xero will not be synced to the Xama Portal. We strongly encourage that you use the Xama Portal for all updates to your Suppliers to prevent data becoming out of sync, or for the Xama Portal to overwrite updates that you have made to Contacts in Xero. 

Connecting Xero

Connecting to Xero is very simple:

  • Navigate to the Integrations page within the Xama Portal and click on the Connect to Xero button.

  • You will now be asked to log into your Xero account, or if you are already logged in, you can select the Xero organisation to which you want to connect to.

  • Once you have allowed access to your Xero organisation, you will be redirected to the Xama Portal.

  • Within the Xama Portal, select the organisation you would like to connect to from the dropdown list and Submit the connection request.

  • Note that if you connect a Xero organisation to the Portal, you will not be able to switch to another Xero organisation in the future. Confirm your selection and your connection to Xero will be complete.

Xama Technologies combines the experience of our development team and background of working with small to medium businesses to provide integrated solutions that work.

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