Please follow the steps below to successfully connect Beanworks and Xero.

Pre-Installation Instructions / Checklist

  • You need to be a system administrator and have Beanworks credentials to log in.

  • You need to have access to your Xero account.

We recommend completing the following step in a single session, else the connection may time out.

Beanworks Connection to Xero

STEP 1: Login to Beanworks and go to settings

STEP 2: Under General click on the 'ERP Management'

STEP 3: Select the legal entity that you want to connect to Xero and click the 'Connect to Xero' button.


STEP 4: Log into Xero with your credentials. This is only required of you are not already logged in Xero.

STEP 5: Click on 'Authorize' to authorize the connection between Beanworks and Xero.

Please note that we do not import sensitive data such as banking details, employee information etc. that you may have saved in Xero.

STEP 6: Click on 'Synchronize with Xero' in Beanworks to complete the final step of synchronizing the flow of data between Beanworks and Xero.
 

 

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