Connecting a new integration can often be stressful. How do you know if your account is set up correctly when you're working with so many different platforms? Sometimes something as simple as a permission level can prevent you from connecting that integration to Oviond. In this article, we will be helping you understand how to get started with Xero on Oviond.

Connecting Xero To Oviond

To connect your Xero account to Oviond all you will need is your Xero login credentials (email address and password). Here is how to connect Xero to Oviond:

  1. Open Oviond and select the client you wish to connect Xero to.

  2. Click on the Xero integration.

  3. A pop-out will appear. Name the authentication for the integration.

  4. An authentication pop-up will appear asking for your Xero email address and password.

  5. Once you have added your email address and password, click on Log In.

  6. Click on Allow Access to give Oviond permission to access your Xero data.

  7. Select the Xero account you want to connect to from the menu and click Save.

NB: If you are already logged in to your Xero account on a different browser, Oviond will only ask you to Allow Access to your Xero data.

Reconnecting Xero To Oviond

Working with APIs means that sometimes your integrations will need to be refreshed for security reasons. There are two error messages to look out for that can indicate that the integration needs to be refreshed: Error: You Have Encountered An Unknown Error or Error: Missing Or Incorrect Authentication Credentials.

If you refresh your dashboard or your reports and you are prompted with the above error message, you will need to refresh your integration.

If you have followed these steps and are still not able to integrate Xero successfully, please contact support.

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