Setting up the connection between aXcelerate and Xero

Created by Bridget Sester (Unlicensed)
Last updated: 17 Dec, 2015 by Reay Mackay

Setting up the connection between aXcelerate and Xero

Before you can connecting the two systems you must purchase the aXcelerate Xero integration from aXcelerate support.

Watch a video on how to setup the connection between aXcelerate and Xero.

Basic Steps

  1. Choose Finance > View/Export Finance Data

  2. Follow the Start by following these steps form on the XERO Setup Assistant page.

  3. Click Test connection with XERO.
  4. If the connection is successful your Xero Bank Accounts will be shown below. Select the account you wish to use with aXcelerate, then click Save settings and finish setup to complete the setup.
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