eClaim Integration with Xero

Enabling Integration of Xero with Justlogin

Step 1: Go to eAdmin in Classic mode

Step 2: Click on the 3rd Party Apps tab

Step 3: Check radio on Xero

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Step 4: Click on Connect to Xero

Step 5: Xero will prompt you for authentication

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Step 6: Enter your Xero account and password.

Step 7: Click on the mceclip2.png button

Step 8: Xero will ask whether do you want to all Justlogin to access your Xero data. Click on Allow Access

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Configuration in eClaim

Set GST with Xero Tax Rate

Step 1: Go eForm

Step 2: Go to Form Data

Step 3: Click on Xero Tax Rates Mapping

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Step 5: Click on the Save button to save the configuration

Setup Xero code in eClaim 

This section will show you how to setup the Xero Account Code in eClaim.

Step 1: Go eForm

Step 2: Select Form Data 

Step 3: Click on Account Code. The system will show you all the account codes imported from Xero.

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Setup Interface to Xero with eClaim

Step 1: Go Form Data

Step 2: Click on Interface to Xero

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 Step 3: Select and map appropriate form in the drop-down list that you want to transfer to Xero.

Step 4: Select and map appropriate column from drop down list

Step 5: Click on the mceclip9.png button to save the configuration.

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