Setting up your Xero Tax integration
Integration between SuiteFiles and Xero Tax allows you to prepopulate document templates in SuiteFiles with client data.
Connecting Xero Tax to SuiteFiles
- An administrator needs to log in to your Xero Tax account
- Click Business, Settings, Add-ons
- Scroll down the list and find Suite
- Click Generate Key
- Once your unique key has been generated, scroll down the list and find Suite again. Your unique code will now be visible next to it. Send this key to our support team at firstname.lastname@example.org and we'll then set the integration up for you.