Calxa

This help note will show you how to add a Xero organisation to your workspace.

Add a Xero Organisation

Best practices and things to note for a smooth integration with Xero.

Calxa and Xero

How to sync a Xero organisation and set sync options.

Sync a Xero Organisation

Steps to re-authenticating your revoked Xero tokens.

Reconnect a Xero Organisation

Troubleshooting common errors or issues with your Xero connection and sync.

Troubleshooting Xero Sync

Mick Devine

Shem Bogusz

All you need to know about connecting to Xero

Xero integration

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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