Requirements:

1. Table of contents
2. Data flow diagram
3. Getting started

   • How to navigate to the integration and connect to Xero.

     • Subscription tab / connect

   • Show them the authentication flow, so they know what will happen.

     (use PPT screenshots)

   • How to configure the integration.

   • Break down how different settings impact integration behavior – you may want to link to a separate article depending on the complexity of your configuration.

     • eg. User must use the exact same tenant name in HomeBozz and Xero… no spaces

   • Explain what filters you apply to select menus – so customers understand why only certain accounts are offered.

4. FAQ
5. Inline help

(use screenshots)

1. Table of Contents

2. Data Flow Diagram

3. Getting Started - Connecting to Xero and Invoicing

Connecting to Xero

1. Xero allow users to manage financials for multiple businesses on the same account. If you have previously created a Xero account, skip to step 8.

2. If this is your first time using Xero, go to the Xero website and click ‘Try Xero for free’ in the top right corner.

   

3. You will be prompted to start a 30-day free trial. Fill out the relevant details and click ‘Submit’. A confirmation page will appear automatically.