- Knowledge Base
- Xero Integration
- Getting Started
Connecting Xero to Smoothlink
How to connect your Xero account to Smoothlink
Note - Red dot indicates Xero Access is disconnected
Connecting your Xero Account
Xero Tracking Categories must be completed before you can connect your Xero and Smoothlink accounts!
- Login to your Smoothlink Integration
- Navigate to Settings
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3. Select Procore & Xero Access tab
4. Click Connect to Xero - You will be redirected to Xero Login
NOTE: The Xero account being connected to Smoothlink MUST have FULL Administration rights.
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5. Complete Log in to Xero
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6. Select the relevant Xero Company and Tracking Category (when applicable)
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7. Click Save