Test Xero Connection

This guide provides essential steps for testing your Xero connection within Salesforce, ensuring seamless integration and functionality. By following the instructions, users can verify their setup, confirm the correct Xero instance, and enhance formula field performance with short codes. Accessing this guide will help streamline the connection process and optimize your Salesforce experience with Xero, making it invaluable for users looking to improve operational efficiency.

Timothy Gentet-Kell-O'Brien
6 steps
19 seconds

Salesforce

Metisphere

Navigate to <https://login.salesforce.com/lightning/lightning/n/xis__Test_Xero_Connection> and log into your Salesforce instance. If you are already logged in, please use the App Launcher to navigate to the "Xero Setup" App.

Click "Test Xero Connection"

The "Xero Instance" should be automatically selected if you have only 1 Org Connected

Here you can also confirm the Name of the Connected App is the same as the one you setup previously

Confirm the name of your Xero Instance is correct

Click the "Use Short Code" to add the Orgs Short code to the Xero Util Custom Setting. This will improve how formula fields throughout Salesforce work when navigating out to Xero

Test Xero Connection

Timothy Gentet-Kell-O'Brien
6 steps
19 seconds

Salesforce

Metisphere

Test Xero Connection

Click "Test Xero Connection"

The "Xero Instance" should be automatically selected if you have only 1 Org Connected

Here you can also confirm the Name of the Connected App is the same as the one you setup previously

Confirm the name of your Xero Instance is correct

Click the "Use Short Code" to add the Orgs Short code to the Xero Util Custom Setting. This will improve how formula fields throughout Salesforce work when navigating out to Xero