Xero Integration


Canopy
Last Updated: 7 months ago

Overview

Xero - accounting software uses a single unified ledger, which allows users to work in the same set of books regardless of location or operating system. It provides automatic bank feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, bank reconciliations, and standard business and management reporting.

Canopy Xero - gives Xero users a secure and easy way to connect their financial accounts to Canopy.

Connect Xero with Canopy

  1. Go to website https://xero.canopy.cloud/

  1. Follow the Login link in the top right corner. You will be redirected to the Xero login page if you have not previously logged in. Input your Xero credentials here.

  1. Once logged in, you need to select organization to which you give access to Сanopy.

  1. Once access is granted you will be redirected back to Canopy Xero website. The page should display access information.


5. Done. Please notify Canopy Datafeed Support via email within 1 day.


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