You must be either a standard or an adviser Xero user to connect your company to iCompleat.

iCompleat can fully integrate with Xero to share your accounts payable & purchasing data in real-time.

iCompleat posts to Xero:

• Invoice line & header data
• Invoice PDF
• New suppliers

iCompleat retrieves from Xero:

• Supplier information (including bank details & payment terms)
• Currency codes
• Account codes
• Tax codes
• First tracking code
• Second tracking code
• Delivery sites
• Journal reference of the posted invoice
• Direct link to the Xero bill
• invoice payment status

Follow these steps to connect to Xero:

1. On the homepage, click Configuration.
2. Click Company management.
3. Go to Connection.
4. Next to Configure new connector, click Configure.
5. Click the Xero tile.
6. Click Connect to Xero.
7. Log in to Xero.
8. Click Allow access.
9. A message appears letting you know you're connected.
10. Select Xero from the drop-down, & click Search.
11. Select your company from the drop-down, & click Connect.
12. Select the settings for the features you use in Xero from the drop-downs, & click Save.

    Our recommended settings are selected by default.

    
13. You're now connected!

    You can view & edit your connection information on this page.

    Check out Connection status & settings for help understanding the details & settings on this Connection page.

    

Disconnect Xero from iCompleat

1. On the iCompleat homepage, click Configuration.
2. Click Company Management.
3. Go to Connection.
4. Select Disconnect.
5. A popup appears, select Yes to confirm the disconnect.

The connection is disabled and the exclamation icon displays in the connection tab.

Continue setting up your live company >>