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      Xero

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        Xero configuration

        • Connect your organization's Xero account to ezyVet

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Xero configuration

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Connect your organization's Xero account to ezyVet

Before you can configure Xero to operate with ezyVet, you must connect your Xero account to ezyVet.

  • Make sure that you configured your Xero account for your organization
  • Make sure that you know the username and password of your organization's Xero account
  • Make sure that you have access to the authentication app that you used when you configured your Xero account (for example, Google Authenticator)
  • Make sure that ezyVet customer support enabled the Xero module
To connect your organization's Xero account to ezyVet, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Integration.
    The Integration setting in the settings list
  3. Select Xero Settings.
    The Xero Settings button
  4. Select Run Xero Setup Wizard.
    The Run Xero Setup Wizard button
    ezyVet shows the Welcome to the ezyVet Xero setup Wizard pop-up window.
  5. Select Connect.
    The Connect button
    Your browser opens one more screen.
  6. In the Email address box, enter the applicable email address.
    The Email address box
  7. In the Password box, enter the applicable password.
    The Password box
  8. Select Log in.
    The Log in button
    Your browser shows a different screen.
  9. In the Authentication code box, enter the applicable code of your authentication app.
    The Authentication code box
    Note: If you did not configure your authentication app for Xero, select Use another authentication method:
    The Use another authentication method button
  10. Select Confirm.
    The Confirm button
Your organization's Xero account is connected.
Parent topic: Xero configuration
Related concepts
  • Configuration of Xero's chart of accounts
Related tasks
  • Configure product groups to use Xero general ledger accounts
  • Connect your Xero general ledger accounts to ezyVet
  • Configure general ledger accounts to operate with Xero
  • Configure a payment method to use a Xero general ledger account
  • Configure Xero to operate with ezyVet departments
Procedure
ezyVet
Practice manager

Last updated: May 14, 2024

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Related Articles:

  • Xero configuration
  • Configure product groups to use Xero general ledger accounts
  • Connect your Xero general ledger accounts to ezyVet
  • Configure general ledger accounts to operate with Xero
  • Configuration of Xero's chart of accounts
  • Configure a payment method to use a Xero general ledger account
  • Configure Xero to operate with ezyVet departments

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