To integrate DiviPay with Xero:
- Click Settings
- Click Integrations
- Click Connect to Xero
- You will be re-directed to Xero
- Enter your Email Address and Password to login to Xero
- Click Allow Access
The integration is now complete and you will be automatically redirected to DiviPay with your chart of accounts and tracking categories imported for you. Your Xero bank feed will automatically connect to DiviPay.
Please note, you will need to map your chart of accounts to DiviPay's expense categories in the Chart of Accounts tab to automatically import expense data into Xero once payment is made.
If you’re receiving an error message while integrating your ASP. There could be a few reasons why. In this article, we’ll list connection errors that commonly occur when attempting to configure the Xero integration.
Unable to connect to Xero! - The Xero organisation -Organisation Name- is connected to another DiviPay account.
This error occurs when attempting to connect DiviPay with Xero.
DiviPay - Integration
The cause of this error is due to there being a Xero organisation connected to the DiviPay Business already.
To resolve the issue there are two ways:
- You can click on the button "Choose other organisation", and you will be redirected back to Xero where you will be required to select another organisation.
- An Administrator can log in as the DiviPay Business that the Xero account is currently connected to. Disconnect the Xero integration. Log back into the DiviPay Business that the Xero integration should be connected to and re-attempt the connection again.