{"id":27114,"date":"2019-08-08T07:40:56","date_gmt":"2019-08-08T06:40:56","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=27114"},"modified":"2021-02-25T09:17:22","modified_gmt":"2021-02-25T09:17:22","slug":"connecting-to-xero","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/connecting-to-xero\/","title":{"rendered":"Connecting to Xero"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">Connecting Your Okappy Account to Xero<\/h1><\/div><div class=\"fusion-text fusion-text-1\" style=\"transform:translate3d(0,0,0);\"><p>Okappy and Xero work well together. \u00a0You can create your invoices in Okappy and <a href=\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/\" target=\"_blank\" rel=\"noopener noreferrer\">automatically raise your invoices in Xero<\/a>.<\/p>\n<p>To connect to Xero, you first need to authorise Okappy with Xero. \u00a0This allows the two programmes to talk to each other without you having to share your login details.<\/p>\n<p>Follow these steps to ensure your Okappy account is authorised with Xero.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:31px;\"><h3 class=\"title-heading-left\" style=\"margin:0;\">Authorising your Okappy account with Xero<\/h3><\/div><div class=\"fusion-text fusion-text-2\" style=\"transform:translate3d(0,0,0);\"><p>When you are logged into Okappy,<\/p>\n<ul>\n<li>go to the invoices screen,<\/li>\n<li>click <strong>More<\/strong> and then<\/li>\n<li>click\u00a0<strong>Account settings<\/strong>.<\/li>\n<\/ul>\n<p><img class=\"lazyload size-large wp-image-29498\" title=\"Okappy invoice account settings\" src=\"https:\/\/okappyimages.okappy.com\/okappy-account-settings-1024x684.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/okappy-account-settings-1024x684.png\" alt=\"Okappy invoice account settings\" width=\"1024\" height=\"684\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27684%27%20viewBox%3D%270%200%201024%20684%27%3E%3Crect%20width%3D%271024%27%20height%3D%273684%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/okappy-account-settings-200x134.png 200w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-300x200.png 300w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-400x267.png 400w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-600x401.png 600w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-768x513.png 768w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-800x534.png 800w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-1024x684.png 1024w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-1200x802.png 1200w, https:\/\/okappyimages.okappy.com\/okappy-account-settings-1536x1026.png 1536w, https:\/\/okappyimages.okappy.com\/okappy-account-settings.png 1578w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Click the <strong>Xero<\/strong> checkbox<\/p>\n<p><img class=\"lazyload size-large wp-image-27119\" title=\"Xero Account Settings\" src=\"https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1024x648.png\" alt=\"Xero Account Settings\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>The Xero settings screen will be shown.<\/p>\n<p>Click <strong>Connect to Xero<\/strong><\/p>\n<p><img class=\"lazyload size-large wp-image-27119\" title=\"Xero Account Settings\" src=\"https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1024x648.png\" alt=\"Xero Account Settings\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Xero-Account-Settings-1.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>You will see a window asking whether you want to authorise your Okappy account with Xero.<\/p>\n<p><img class=\"lazyload size-large wp-image-27118\" title=\"Authorising Your Okappy Account With Xero\" src=\"https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-1024x648.png\" alt=\"Authorising Your Okappy Account With Xero\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Authorising-With-Xero.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Click <strong>Authorise<\/strong><\/p>\n<p>You will be taken to Xero. If you&#8217;re not logged in already, then Xero will ask you to log in.<\/p>\n<p><img class=\"lazyload size-large wp-image-27117\" title=\"Xero Login Screen\" src=\"https:\/\/okappyimages.okappy.com\/Xero-Login-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Xero-Login-1024x648.png\" alt=\"Xero Login Screen\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Xero-Login-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Xero-Login-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Xero-Login-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Xero-Login-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Xero-Login-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Xero-Login-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Xero-Login-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Xero-Login-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Xero-Login-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Xero-Login.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Once logged into Xero, click <strong>Allow access<\/strong> to allow Okappy to request contact information and raise invoices within Xero.<\/p>\n<p><img class=\"lazyload size-large wp-image-27116\" title=\"Xero Connect To Your Company\" src=\"https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-1024x648.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-1024x648.png\" alt=\"Xero Connect To Your Company\" width=\"1024\" height=\"648\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27648%27%20viewBox%3D%270%200%201024%20648%27%3E%3Crect%20width%3D%271024%27%20height%3D%273648%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-200x127.png 200w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-300x190.png 300w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-320x202.png 320w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-400x253.png 400w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-600x380.png 600w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-768x486.png 768w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-800x506.png 800w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-1024x648.png 1024w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company-1200x759.png 1200w, https:\/\/okappyimages.okappy.com\/Xero-Connect-To-Your-Company.png 1375w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>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.<\/p>\n<p><img class=\"lazyload size-large wp-image-29499\" title=\"Okappy connected Xero\" src=\"https:\/\/okappyimages.okappy.com\/okappy-connected-xero-1024x684.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/okappy-connected-xero-1024x684.png\" alt=\"Okappy connected Xero\" width=\"1024\" height=\"684\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27684%27%20viewBox%3D%270%200%201024%20684%27%3E%3Crect%20width%3D%271024%27%20height%3D%273684%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/okappy-connected-xero-200x134.png 200w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-300x200.png 300w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-400x267.png 400w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-600x401.png 600w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-768x513.png 768w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-800x534.png 800w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-1024x684.png 1024w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-1200x802.png 1200w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero-1536x1026.png 1536w, https:\/\/okappyimages.okappy.com\/okappy-connected-xero.png 1578w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>You can now start exporting your invoices to Xero.<\/p>\n<p>For more information check out our support article &#8211;\u00a0<a href=\"https:\/\/www.okappy.com\/support-article\/how-to-export-your-invoice-from-okappy-to-xero-accounts\/\">How to export your invoice to Xero accounts<\/a><\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-bottom:31px;\"><h3 class=\"title-heading-left\" style=\"margin:0;\">Check out our How to Video<\/h3><\/div><div class=\"fusion-video fusion-youtube\" style=\"max-width:600px;max-height:360px;\"><div class=\"video-shortcode\"><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/ZKw8EF0hmJQ?wmode=transparent&autoplay=0\" width=\"600\" height=\"360\" allowfullscreen allow=\"autoplay; fullscreen\"><\/iframe><\/div><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">For further information<\/h1><\/div><div class=\"fusion-text fusion-text-3\" style=\"transform:translate3d(0,0,0);\"><p>For further information search in our <a href=\"https:\/\/www.okappy.com\/support\">support pages<\/a> or <a href=\"https:\/\/www.okappy.com\/forum\">forum<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how to connect your Okappy account to Xero. Raise invoices in Okappy and then export them to Xero<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v16.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Connecting to Xero - Okappy<\/title>\n<meta name=\"description\" content=\"See how easy it is to connect your Okappy account to Xero. 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