How to set up Xero

1. To use Xero with Rapidomize, you must connect your Xero account to Rapidomize. If you already have an account with Xero, you can use it. If not, you need to create an account with Xero.

2. Once you select Xero app from the list of , authorize Rapidomize to access your Xero account.

3. Click “Authorize” to allow Rapidomize access your Xero account.

   

4. Sign in to your Xero account and provide permission to Rapidomize, to access your Xero account. Full edit permission is required for create/update actions. You will only need “view only” permission for triggers and data retrievals.

5. Once Rapidomize is connected to your Xero account, you can proceed with your creation.

Tip: Whenever you want to select data values from previous steps, click button in your workflow.