Connecting Xero to CashWise
Integrating Xero with CashWise exponentially simplifies workflows. Once integrated, you have additional capabilities from Xero to help you automate cash movement directly from their platform.
Connecting Xero to CashWise
- To add a Xero connection, navigate to Account Settings -> Integrations and scroll down to the Applications section, then click Add.
- Then select on Xero and Connect:
- You'll be forwarded to the Xero login page where you'll be asked to Select an Organisation and Allow Access.
- You may be prompted to enter your Xero login credentials, then you'll see a confirmation of the integration.
