Xero - How do I set up a brand new Xero integration within Rose Rocket?

In order to set up your Xero account with Rose Rocket, follow these steps in the order they are presented within this article.

This step-by-step guide will walk you through every action that is required to set up a brand new Xero integration in sequential order.

  1.  Ensure you have a Xero account to connect with the Rose Rocket integration:
    How do I get a Xero account?
  2. Enable your Xero account to connect with the Rose Rocket integration
    To connect Xero to Rose Rocket, please have an Admin user get in contact with your Rose Rocket Account Manager.
  3. Configure your Rose Rocket settings using these two articles:
    How do enable the Xero app within Rose Rocket?
    How do I enter my Xero Company ID into Rose Rocket?
  4. Export a practice Invoice to Xero through Rose Rocket using this article:
    How do I export an Invoice from Rose Rocket to Xero?

After completing these steps, you have access to Xero from within Rose Rocket and can begin posting Orders to their load board.