Xero Sync: How to connect your Xero account to Sourcery

Connecting your Xero account to Sourcery is easy! It takes less than a minute and allows you to directly sync invoices, credits, and payments from Sourcery.  

From your Sourcery Dashboard, Navigate to Account > Xero Sync


Once you are on the Xero Sync page, select Connect to Xero

Enter your Xero credentials to sync your Xero account to Sourcery 

Use the drop-down to select the Xero account you'd like to sync. Select > Allow Access


Select the correct bank account for payment exports


Voilà! You're connected! 

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