Automation between ERP and accounting packages can be a massive time saver. Instead of manually double capturing documents in two systems, Synatic can automate this interaction saving time and aligning your data. Synatic makes this connection simple by using an OAuth token to access Xero.
In the below, we are going to go through how simple a connection from Synatic to a Xero can be.
Creating the connection
To start, log into your Synatic account. If you haven't already got one, read how to set up an account here.
Making the connection
Navigate to the connection tab in the menu bar on the left-hand side. Click the green + next to the connection section to create a new connection. Enter a name and description in the new connection form. Now click on the Connection icon at the bottom of the screen (This is indicated by point 3 in the screenshot).
A menu of all the connection types available will populate. If you don’t see the connection you are looking for, use the search functionality to find it, as in the video below.
Log in and get a security token from Xero
After selecting the Xero connector option, click on Login to Xero at the bottom of the screen. An authenticating dialog will pop up on the right-hand side of the interface. Click the Login to Xero button in this dialog. This will open a new tab and redirect to your Salesforce account. Sign in to your Xero account. If you are already signed it will show Successfully connected to Xero. Close this tab, and navigate back to the Synatic tab. Click the OK button on the right-hand side.
Now click Save on the step dialog.
You have successfully connected Synatic to your Xero account.
Using the connection
When you are creating flows, you can simply select this connection from the Connection drop-down in a Xero step instead of logging into Xero every time.
Take a look at the video to see how to select the connection in a Salesforce source step:
Things to try
Look at some more tutorials to build a few more flows.