Syncing with Xero
How to establish the sync between Biller Genie and Xero.
It is important to note that in order for Biller Genie to work with your customer and invoice information, a sync must be established with Xero.
Upon logging in to Biller Genie, click on Integrations, and from the drop-down list select “Xero”.
Click on "Connect to Xero" to begin.
You will then be directed to the login page for your Xero account.
Login and a sync will initiate. You will begin to see your customers and invoices populating. You will see a sync status notification, as displayed in the screenshot below. Once “successful” is displayed, Biller Genie has successfully synchronized with Xero.