Connecting Xero to Zudello
Implementation Team
47 steps
3 minutes
Zudello
Xero
1
Click "XC"
2
Click "Settings"
3
Click "Accounting and Inventory"
4
Click "Connect"
5
Click here.
6
Click "Connection 4"
7
Click "Connect"
8
Click "Log in"
9
Click "Not now"
10
If the connection fails, click "Back to Zudello Integration" to go back to Zudello and try to connect using a different connection
11
Click here.
12
Click "Connection 3"
13
Click "Connect"
14
Click "Allow access"
15
Go to "Global properties"
16
And let's refresh the RPC connection, in order to make sure we are connected to the right organisation in Xero.
17
Click on the connection, to reconnect.
18
And refresh the RPC result, by clicking on the icon next to it.
19
Select the organisation you want to connect
20
Click "Update"
21
Click "Workflows" and select one of the fetches.
22
Click "V3. Xero - Sync Contacts Bulk"
23
Click here.
24
Click here to trigger the workflow.
25
Click "(List) Contacts"
26
Click here.
27
Click here.
28
Click here.
29
Check the results.
30
The connection with Zudello failed this time. Connect the team to Zudello and try again.
31
In order to connect the team to Zudello, go back to Global Properties.
32
Click on edit, to edit the Zudello connection.
33
Click on the plugin to connect.
34
Click "Connect"
35
Click "Update"
36
Test the workflows again.
37
Click "V3. Xero - Sync Contacts Bulk"
38
Click here to run the workflow.
39
Double-click here.
40
Click "#3211441"
41
Double-click here.
42
Click here.
43
Click "1 property"
44
Click "15 properties"
45
Click ""AccountNumber":"
46
Click here.
47
Click "This rule allows evaluating an expression and return an object outcome within a flow."
Connecting Xero to Zudello
Implementation Team
47 steps
3 minutes
Zudello
Xero
1
Click "XC"
2
Click "Settings"
3
Click "Accounting and Inventory"
4
Click "Connect"
5
Click here.
6
Click "Connection 4"
7
Click "Connect"
8
Click "Log in"
9
Click "Not now"
10
If the connection fails, click "Back to Zudello Integration" to go back to Zudello and try to connect using a different connection
11
Click here.
12
Click "Connection 3"
13
Click "Connect"
14
Click "Allow access"
15
Go to "Global properties"
16
And let's refresh the RPC connection, in order to make sure we are connected to the right organisation in Xero.
17
Click on the connection, to reconnect.
18
And refresh the RPC result, by clicking on the icon next to it.
19
Select the organisation you want to connect
20
Click "Update"
21
Click "Workflows" and select one of the fetches.
22
Click "V3. Xero - Sync Contacts Bulk"
23
Click here.
24
Click here to trigger the workflow.
25
Click "(List) Contacts"
26
Click here.
27
Click here.
28
Click here.
29
Check the results.
30
The connection with Zudello failed this time. Connect the team to Zudello and try again.
31
In order to connect the team to Zudello, go back to Global Properties.
32
Click on edit, to edit the Zudello connection.
33
Click on the plugin to connect.
34
Click "Connect"
35
Click "Update"
36
Test the workflows again.
37
Click "V3. Xero - Sync Contacts Bulk"
38
Click here to run the workflow.
39
Double-click here.
40
Click "#3211441"
41
Double-click here.
42
Click here.
43
Click "1 property"
44
Click "15 properties"
45
Click ""AccountNumber":"
46
Click here.
47
Click "This rule allows evaluating an expression and return an object outcome within a flow."
