Xact Link for Act! and Xero Install & Setup Guide

Setup Wizard

The next step is to configure the link to work with Act! and Xero.

On the first startup of Act!, a Setup Wizard will appear to guide you through the configuration.

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Creating new link field

This step requires Act! admin privileges and requires a new field to be created. If the field does not exist the wizard will create one for you.

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If you have previously installed the link this field may already exist and you can simply choose it from the drop down list. The field is by default named "XeroLink".

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Note:

  • This field should be used exclusively by the link, do not use or modify the value of this field.
  • Creating the new field only needs to be done once; on reinstalling or upgrading the product the same field can/should be reused.

Click Next  to continue.

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Connect to Xero

In this step we are going to give Xact Xero Link access to your Xero company file.

Click Connect to Xero to open the Xero login / authorization page in a web browser.

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A web page will now open in the web browser.

You may be prompted to login to your Xero account; this step may not appear if you have previously logged on.

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Next, select Allow access to give Xact Xero Link permission to access your Xero data.

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Success!

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Return to Setup Wizard in Act.

Note, if the following message is not displayed, you may need to click "Try again" link (or Connect to Xero button).

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Connecting to Xero is now completed.

Click Next to continue.

 

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Setup Wizard is now completed.

Click Close to exit Setup Wizard.

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You must restart Act! for some settings to be applied.