Overview:

  • 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.


Step1

In Ocerra, select Xero integration for the menu and click Connect to Xero button:



Step 2

  • 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:




Step 3

Sync Xero details one by one:




All done!


Integration settings


  • 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.