Step By Step Guide:
Following screenshots describe how you can authenticate Xero by using the SINC:
Login to SINC and click on the gear icon in the left pane in order to access the Settings .
Click on the Integrations tab to view the list of apps that have been integrated with SINC.
Click on Xero Payroll & Projects.
To Connect With Xero Projects
Click on Projects Tab.
For Xero Projects, at this point, it is very crucial that the following below is set up in your Xero Organization before clicking on Authorize Sinc button :
You have Xero organization's Projects enabled.
Your role in the company is either
StandardorAdmin.You have at least one
UserandProjectwithTasks.
To Connect With Xero Payroll
Click on Payroll Tab.
For Xero Payroll, at this point, it is very crucial that the following below is set up in your Xero Organization before clicking on Authorize Sinc button :
You have Xero organization's Payroll enabled.
Your role in the company is either
StandardorAdvisorbefore selecting the checkbox.The selected country from the dropdown belongs to where your Xero organization is located
You have at least one employee whose 'Details', 'Employment' and 'Pay Template' data under Payroll> Employees is complete.
While making sure that the above conditions for either Payroll or Projects are fulfilled, you can then proceed with the authorization by clicking on Authorize Sinc button.
Select your organization from the dropdown if displayed otherwise the organization is automatically selected. Then click on the Allow Access button. (If you did not login to Xero yet, then you will be taken to Xero login screen).
Once the authorization is successful, the following screen will be displayed.
Keep in mind: You will have to allow SINC to access the Xero organization data in order to process the timesheets or project time-entries for employee(s). If the process results in any error or failure, the error messages will be shown on the Pre-Authentication Screen.