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      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!

      1. Login to your Smoothlink Integration
      2. Navigate to Settings
       
      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.

       
       5. Complete Log in to Xero
       6. Select the relevant Xero Company and Tracking Category (when applicable)
      7. Click Save