Once you have switched on the Xero integration in Senta, you can connect individual client records in Senta to organisations that you have access to in your Xero account.
First, open a client record in Senta, either by going to Clients > Client list and selecting a client, or by searching for a client in the search bar.
On the client record, you will see a tab called 'Xero'. Click on this tab
Click on Connect with Xero
From there you will see a pop up containing all organisations already connected to your Senta workspace. If this is the first time connecting this client's Xero, select Connect to Xero:
If the company has previously been connected, choose the company from the list and select OK.
If you need to connect the client to the same Xero company as the practice, you can do this by selecting the practice from that list. This will allow you to see information from the practice-level and client-level integration; plus information on the Advisory tab if you are using that feature.
You may be prompted to sign into your Xero account at this point (if you are already logged into Xero in the current browser session, this step will be skipped)
It's important that you sign into the Xero account where you manage the organisation you wish to link to this client in Senta.
Choose the organisation you wish to connect to your client in Senta, and click Allow access
On the Xero tab on the client record in Senta, you will be able to view information about the organisation, any registered users and addresses.
You will also see their Executive Summary displayed on the right hand side.
- To import any of the Organisation, Users or Addresses information to the client record in Senta, just click on the blue cloud icon next to the field:
- To disconnect the integration on a client, click Disconnect this client
- To refresh the data that is being pulled from your connected Xero organisation, click Refresh. (This can be useful if you've made changes to an organisation while the Senta Xero integration is active)