Integrating and Connection your Xero Account with your eCoachmanager System

Sai Sasi
18 steps
3 minutes

Ecoachmanager

Go to "Tools"

Click "Config"

Click "Finance"

Click "Account API Setting"

Select your company profile.

Click "Xero"

Enter your Xero Client ID, Client Secret, and Redirect Secret, Invoice Tax and Invoice Account Code.\ \ If you are not sure what your Invoice Tax Type is.. please click here >>>[ Xero's Documentation about Invoice Tax Type](https://developer.xero.com/documentation/api/accounting/types#tax-types)

Click "Connect to Xero"

You will be redirected to Xero to log in.

Click "Not now"

You will receive a prompt message requesting access to your Xero account.

Click "Allow access"

After allowing the access, you will be redirected back to the ECM system. To verify you are now integrated and connected with your Xero account. Go to "Finance"

Click "Account API Setting"

Select your company profile.

You'll know your eCM is integrated with your Xero when... - The Gear Icon before "Xero 0auth2" is spinning. - "App Name: ..." Appears with your Xero Account name - Disconnect to Xero button appears for which you can use later if you want to disconnect the integration.

Please read about [eCM-Xero Integration Best Practices](https://scribehow.com/page/Optimising_Your_Financial_Workflow_How_eCoachmanager_and_Xero_Work_Smarter_Together_for_Your_Charter_Business__VuMR2tGHTNyXOBcwVZ_8Dg)

Integrating and Connection your Xero Account with your eCoachmanager System

Sai Sasi
18 steps
3 minutes

Ecoachmanager

Go to "Tools"

Click "Config"

Click "Finance"

Click "Account API Setting"

Select your company profile.

Click "Xero"

Click "Connect to Xero"

You will be redirected to Xero to log in.

Click "Not now"

You will receive a prompt message requesting access to your Xero account.

Click "Allow access"

After allowing the access, you will be redirected back to the ECM system. To verify you are now integrated and connected with your Xero account. Go to "Finance"

Click "Account API Setting"

Select your company profile.