How to connect to Xero

You will need your own Xero account and have on hand your Xero username and password to connect FCS to Xero.

To connect your Master Franchise Profile Account to Xero

1. In your browser, login to Xero.
2. From Salesforce, connect your Franchise Profile Account to Xero.

How to do this is described below.

To login to Xero

1. Go to the Xero website www.xero.com.au and click the Login button.

   

2. Now enter your Email address and Password then press Log in.

   

3. Xero may prompt you to set up two-step authentication. Press Set up two-step authentication to continue.

   

4. If you don’t already have the Google Authenticator app on your mobile phone, go to the App Store (for iPhone) or Google Play (for Android) and download the Google Authenticator app.

   

5. If this the first time you’ve used Google Authenticator, tap Begin Setup (otherwise, tap the + button) then tab Scan barcode.

   

6. If this is the first time you’ve used Google Authenticator, you may need to grant permission to use your camera. Press OK.

   

7. Now point the camera at the QR code on the screen. The camera will recognize the code and create the authentication key on your phone. The authentication key shows a time-limited code that changes regularly.

   

8. Enter the six digit code and press Log in.

   

9. Having logged into your Xero account, you’re now ready to connect your Franchise Profile Account to Xero.

To connect to Xero

1. Press the Allow Access button. Doing so gives permission for your FCS account to synchronize financial data with your Xero account. Changes and additions to data in Xero will be synchronized back into Salesforce.

   Your displays and the Account Code Mapping Setup dialog box appears.

2. Select appropriate values for the Account Code Mapping Setup and press Save.

   

   The above image shows a mapping to an edited Xero chart of accounts. When you edit your Xero chart of accounts, you can review the mapping to ensure Operations Management is still pushing to the right accounts.

3. Your FCS account is now connected.

Now that your Xero account is connected, financial data you enter into FCS is automatically transferred to your Xero account. Information you enter into Xero is synchronized back to FCS periodically. How frequently this occurs depends on

If at any time you need to revise the mapping for a connected account, simply press View Mapping. You will be able to edit and save the mapping while it is still connected.