Connect to Xero

Overview

This guide will walk you through establishing a connection required for the Xero integration. It's divided into two sections.

• Before You Connect
• Establish Connection

Section 1: Before You Connect

Preconditions

• The customer must have the administrator role in Xero.

Section 2: Establish Connection

Task 1: Paylocity Tech Services Representative Establishes Xero Connection in Cloudsnap

This task will be completed by a representative from Paylocity while on a call with the customer. 

• Step 1: Log in to Cloudsnap at app.cloudsnap.com. On the left menu, click/expand Integration Management.

• Step 2: Click Apps under Integration Management. This will take you to the My Apps screen.

• Step 3: Scroll to the Xero app. Click the application icon or anywhere within the row where the Xero application is located.

• Step 4: You'll be taken to the Xero screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate Link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the customer while on the call. 

Task 2: Customer Connects to Xero

This task will be completed by the customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser. It will take you to the Connect Paylocity to Xero screen. Click the Connect button.

• Step 2: You'll be taken to the Xero login screen. Enter your email and password. Then, click the Log in button.

• Step 3: On the next screen, select the organization you want to connect from the drop-down menu. Then, click the Allow access button. 

 

• Step 4: You'll see the screen below. This indicates that the credentials have been stored. 

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the customer confirms that their credentials have been stored (Task 2, Step 2), click the Test Connection button in Cloudsnap at the top right of your screen. If you're no longer on the Xero page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green check mark will appear to the left of the Test Connection button.