Authorising Apxium Dashboard with Xero Token Access

Here are the steps on how to provide Xero token access

Provide Xero token access with these easy steps 

1) Copy the provided Apxium URL. 

2) Enter username and password provided.


3) Once logged in you will see your company logo.

On your dashboard, go to Admin > Xero Connection > Click "here" to authorise Apxium to access your Xero instance.

Screenshot 2023-07-19 102135

4) This will open Xero to a new tab.

5) Enter your Xero log on details. Screenshot 2023-07-19 102342

6) Click on “Allow Access” as per below. 

7) Ensure you choose the correct entity from the drop-down box and click
Connect.

8) Your browser will take you back to your previous Apxium screen. You can now close your
browser.


9) Please inform Apxium when access has been granted and we will populate your dashboard
with your current invoices/Audit Safe data. Please note that the environment will be benign and it is not possible to effect any changes in Xero via the above process.


10) We will notify you once the test environment is populated with your data.


11) Once notified, please log into the URL provided in the initial email with the username and
password provided.


12) Your data will be ready for you to view and manipulate in the Apxium dashboard. Please feel
free to fully experiment within the sandbox as your actions will not be reflected in your
production Xero environment.