Adding a Xero Client
The flow for adding a Xero client into your Connect Portal:
Use the 'Add client' button in XBert (steps are outlined here)
Select Xero as the type of accounting software to use
You will be navigated to Xero, where any Xero businesses you have access to should appear in the selection screen.
Select the organisations you want to add under the client dropdown list.
❗IMPORTANT:
To add Xero clients, you must be an XBert admin user and have Xero Standard or Adviser-level permissions in the organisations.
If you do not have the correct permissions on Xero, the client may not be available under the client dropdown list.
If the Xero client's name is greyed out and cannot be selected, it might mean -
It's already been added to your XBert clients
Or, the flow has not been completed and the client/s were not added.
To successfully add the greyed out client/s, click the blue button 'continue with xx organisations' instead of cancel.
You can also use the search bar if you have a long client list and want to find them quicker.
After selecting the clients from the list, click on Allow Access.
You'll then be redirected to the Client Connections page. The clients will be successfully added and will need a few minutes to finish syncing.
