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:
- Log in to your Xero Tax account
- Go to Business > Settings
- Click 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.