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How to Connect Xero to Ninjodo and Choose Default Settings

With the Xero integration, you can connect your Ninjodo account to Xero and send invoices directly from Ninjodo. 

To connect Xero to Ninjodo and choose your Default Settings, just follow these simple steps:

 

STEP 1

From the top right menu choose "Admin Panel" and from the left side choose "Integrationshttps://go.ninjodo.com/settings/integrations/

 

STEP 2

Click on the Xero tile. You will be redirected to Xero to authorize.

 

 

 

 

STEP 3 

Once you login, you will be prompt to grant access to Ninjodo. Click on "Allow Access"

 

 

Once you allow access, you will be redirected to Ninjodo

 

 

CHOOSE YOUR XERO DEFAULT SETTINGS

 

STEP 1

Click the settings icon on the Xero tile

 

 

STEP 2

From the dropdown list, choose the settings you would like to update

 

 

  • Connect to Xero will allow you to Re-Authorize Xero

 

 

  • Default Invoice Settings allow you to choose Account, Tax Rate, Branding Theme and Due Date.

 

 

  • Users Access allow you to Enable or Disable users to access Xero

 

 

  • Invoice Email Setting, here you can build your invoice template.

 

PRO TIP

Use Mail Merge Tags available from the dropdown list

Learn How to Setup your Xero Invoice Email Template (with Mail Merge Tags)