Getting Started
To add the Xero App to your Podium Account:
- Login to your Podium account and click on the Apps Home Plug Icon at the top right of Podium.
- Select the Marketplace to browse apps.
- Select the Xero App from the Marketplace to begin the install process.
- After you click connect you can confirm the location you'd like to connect. You can then continue the install process.
- Connect Podium by clicking the Connect button under Step 1. You will then be prompted to create an authentication. Click Create.
- Connect Xero by clicking the Connect button under Step 2. You will then be prompted to create an authentication. Click Create.
- Allow Access to connect to Xero, ensuring you are selecting the correct Organization.
- Select your country.
- From the next screen, select the correct Xero organization you would like to connect to, and select if you wish to enable contact import from Xero into Podium.
- You will then be prompted to add Automations. Click the checkboxes for the automations you wish to enable.
- Click Save to finish the setup.
Frequently Asked Questions
How often does the integration run?
- Typically instantaneously however can be up to 30 minutes.
How do I disconnect the app?
- Navigate to Apps Home > Marketplace > Xero
- Click Disconnect
What data is being transferred between two systems?
- The diagram below illustrates the data flow from Xero to Podium