Logix Platform August 2024 release
Logix Platform offers a seamless integration with Xero Accounting Software, streamlining your accounting processes.
With this integration, you can effortlessly sync and manage your financial data, ensuring accuracy and efficiency in your accounting operations.
Go to Integrations>> click on Accounting Software.
You need to click on the Activate button to access the configuration screen of xero.
Enter the Account ID and Secret Key in the given fields on the screen.
Click on 'Verify Credentials' and then 'Activate'.
When you click the 'Activate' button, the Xero integration screen enables.
To deactivate the Xero integration,click on the 'Deactivate' button.
When you clicks the 'Activate' button, the Xero integration will be enabled. To deactivate the Xero integration, simply click on the 'Deactivate' button.
You can manually sync the customer and account master by clicking the 'Sync manually' button located next to the respective customer and account master entries.
Creation of customer master in logix platform and auto sync it to the Xero Accounting Software:
Launch and login logixplatform -> Click on Master Data -> Click on Customer -> Click on create button
Enter all the details then click on save.
