- How to connect Ocerra with your Xero account in a few easy steps.
Ocerra offers out-of-the-box integration with Xero, follow these steps below to connect the two systems.
In Ocerra, select Xero integration for the menu and click Connect to Xero button:
- You will be re- directed to Xero page
- Select the company you want to connect with Ocerra
- Press allow access
You should now see Status: "Success" with your Xero company. For example:
Sync Xero details one by one:
- Xero invoice status: Select in what status Ocerra will create bills in Xero, e.g. Authorised/Approved.
- Enabled - toggle one "Enabled" for automated sync, e.g. when you create a new supplier in Xero, Ocerra will sync the details automatically.
- Tracking Categories - toggle on and sync if you are using tracking categories in Xero.