Setting up the Xero Tax integration

Integration between SuiteFiles and Xero Tax allows you to pre-populate document templates in SuiteFiles with client data.

To connect your SuiteFiles site with Xero Tax you will need your Xero Tax administrator to:

  1. Log in to your Xero Tax account
  2. Go to Business Settings
  3. Click Add-ons
  4. Scroll down the list and find Suite
  5. Click Generate Key
  6. Once your unique key has been generated, scroll down the list and find Suite again
  7. Your unique code will now be visible next to it
  8. Send this key to our support team at support@suitefiles.com and we'll then set the integration up for you.

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