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Getting Started with Snapzl
03
How to Connect to Xero
1. From Snapzl's welcome page, select the tenant you want to use.
2. Go to the "Settings" button.
3. On the left side of the page, find the menu items. Navigate to the "Integrations" section.
4. Click the "Connect" button next to Xero.
5. You will be redirected to the Xero login page. Log in to your Xero account.
6. Select the organisation you want to connect.
7. Click the "Allow Access" button.
8. Once connected, your organisation will appear in the "Connected Entities" section.
9. The initial full sync will begin, which may take up to two hours based on the data volume.
10. After the sync is complete, you can access your Xero organisation and start creating your chart of accounts.
How to disconnect an organisation
To disconnect an organisation, go to the Integrations section. There’s an option to disconnect or remove the Xero integration, by clicking a “disconnect button”.
After initiating the disconnection, the app will ask you to confirm the action. Confirm to proceed.
