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.
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.
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".
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.
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.
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.
Next, select Allow access to give Xact Xero Link permission to access your Xero data.
Success!
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).
Connecting to Xero is now completed.
Click Next to continue.
Setup Wizard is now completed.
Click Close to exit Setup Wizard.
You must restart Act! for some settings to be applied.