This is a step-by-step guide for service providers who are are newly subscribed to the Xero Integration module that enables service providers to share information between Xero and Emersion.
Following this acceptance testing plan will assist you verify that Emersion have correctly enabled the module for your retail service provider account.
This module is not available to wholesale service providers.
Step-by-step guide
Log into Cumulus
Go to Integration > Xero. If this menu item is visible, the module has been enabled.
The following page will load.
The establishment of the link between the two systems is not part of the acceptance test plan, only the ability to access the features.
To connect to Xero for the first time, follow these instructions.