Connecting to Xero
Connecting Your Okappy Account to Xero
Okappy and Xero work well together. You can create your invoices in Okappy and automatically raise your invoices in Xero.
To connect to Xero, you first need to authorise Okappy with Xero. This allows the two programmes to talk to each other without you having to share your login details.
Follow these steps to ensure your Okappy account is authorised with Xero.
Authorising your Okappy account with Xero
When you are logged into Okappy,
- go to the invoices screen,
- click More and then
- click Account settings.
Click the Xero checkbox
The Xero settings screen will be shown.
Click Connect to Xero
You will see a window asking whether you want to authorise your Okappy account with Xero.
You will be taken to Xero. If you're not logged in already, then Xero will ask you to log in.
Once logged into Xero, click Allow access to allow Okappy to request contact information and raise invoices within Xero.
You will then be taken back to Okappy where you can make any further changes to your Xero set-up such as how invoices are created in Xero and what your default payment terms are.