Log-in to Xero before you start.

You will need to be using Chrome for this to work

The interface will not work if this Xero login is deleted/removed in the future

Article on How to disconnect from Xero 

TABLE OF CONTENTS

• 1. Open The Xero Setup 
• 2. Connect to Xero
• 3. Allow access
• 5. Confirmation

For information on how to disconnect - see [SAM X] Disconnecting from Xero 

1. Open The Xero Setup 

Go to Maintenance (1) > System setup > (2) > General (3),

Click on Helpdesk Contract (4), then the elipses beside Xero Interface (5) 

2. Connect to Xero

Click on Connect to Xero - and click on Connect to Xero in the next window as well

3. Allow access

If you have already logged in to xero you will only need to click on the Allow Access button (1):

Make sure the correct organisation is shown in this window as well (A)

If chrome is not your default browser:
Copy the URL into Chrome

4. Copy the Code into SAM

Click on "Copy to Clipboard", go back to SAM and paste it in "Client Code", then click on OK

5. Confirmation

You will have a confirmation window pop up and if you go back into Xero Setup it will now show it is connected.