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Xero
Xero

Accessing Xero data from Slack has never been easier. Below is everything you need to know to get started.
Close Integration Features Video

Prerequisites
GetHarold app for Slack installed in your Slack workspace
App install access for Xero (speak to your Xero admin if you are unsure)
Set Up
1. Sign into GetHarold with Slack

Click the Sign in with Slack button to sign in and complete configuration:

Sign in with Slack

2. Connect Xero from the Configuration page

Click the CONNECT button for Xero:
Connect Xero to the GetHarold app for Slack
Follow the prompts from the service you are integrating to allow the required access.


3. You're done!

That's it! Confirm a successful Xero connection via the Connected tag, but you are ready to start using the GetHarold app for Slack.

Connected Xero Integration

4. A note on access

By default, access to use the /harold command to search data from an integration you have connected will be restricted to GetHarold admins, and anyone you add from the users page.

This is indicated on the configuration page by the user count you can see in the above image.

If you wish to open up access to other users, or to open up the integration to everyone in your Slack account, click the user count to access the user access page for that integration.

Note that if restricted access is on, you will need to grant access on a per user basis.

Integration Access


5. Testing

To test the set up, go back to Slack and (in any channel) try one of the relevant slash commands...
/harold contact <QUERY> Search for Xero contacts/people matching your query. eg: /harold contact johnson
/harold invoice <QUERY> Search for invoices matching your query. eg: /harold invoice safeway
/harold overdue Search for overdue invoices.
Note that these commands can also be made directly (without the /harold) as a direct message to @GetHarold.

Notifications
Notifications can be set up for Xero invoice events (changes, new invoices).

Click here for details on notifications set up.

Higher level background information on features is available here: Xero Integration Features

Data Flows
You can confirm what access GetHarold uses upon connection, when authorizing...

Grant access to Xero for the GetHarold app for Slack
All data flows (GetHarold does not update Xero data)...

Xero data flows for the GetHarold app for Slack
Notes
1. Contact data is sync'd to enable more flexible search
2. Invoice data is sync'd for search and notifications
Data Deletion
GetHarold deletes any stored data automatically when the Xero integration is disconnected.

Contact [email protected] if you have questions, or require assistance, with this.


Ready to try GetHarold for Free?

Get started by adding GetHarold to your Slack account (you will be taken to Slack to authorize access):

Please note that if you are seeking access to an existing GetHarold account, you will need to talk to one of your admins.

Try for free


Problems or Questions?
Just click the chat button at the bottom right of this page to send us a message.