Syncing with Xero
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How to establish the sync between Biller Genie and Xero.
It is important to note that in order for Biller Genie to work with your customer and invoice information, a sync must be established with Xero.
Upon logging in to Biller Genie, click on Integrations, and from the drop-down list select “Xero”.
Click on "Connect to Xero" to begin.
You will then be directed to the login page for your Xero account.
Login and a sync will initiate. You will begin to see your customers and invoices populating. You will see a sync status notification, as displayed in the screenshot below. Once “successful” is displayed, Biller Genie has successfully synchronized with Xero.