Integrating Xero with Pluto is now simpler than ever, and it will only take you 5 minutes using our convenient auto-sync feature.
To activate Xero on Pluto:
Please navigate to the "Accounting" section on the left sidebar.
In "Accounting" please choose "Integrations".
From there, click on the "Connect" button that is on the Xero icon.
Note: If you are directed to the following page upon clicking 'Connect,' it indicates that the Xero auto-sync feature is not currently activated. Please reach out to your account manager for further assistance.
4. When you click "Connect," you'll simply need to add your Xero credentials.
5. Follow the user flow and log in to your Xero account.
6. Confirm your choice of the Xero organization that you would like to connect to Pluto.
7. Once you click on Allow access, the integration is activated and you are ready to begin Bookkeep 2.0! 💪
Note: If you're currently using another CSV integration - Please export all records as exported records will not be visible once Xero is integrated.