1. Log in to Tofu
Website app.gotofu.com
Enter your credentials.
Make sure your organization name is visible at the top of the dashboard.
2. Select Entity and Access Integration Settings
Click on the Entity (Client Org) you want to integrate
Go to the Settings menu (top right corner)
Click on the Integration tab
3. Add Xero Integration
Click Add Integration
Choose Xero from the list
Click Connect to begin the setup
4. Sign in to Xero
If prompted, log in to your Xero account
However, if you are already log-in to Xero at same web-browser, most of the time this step will be skipped. (cont. to step 5)
5. Select Your Company File
Use the dropdown to select your company file (e.g., Tofu Test)
Click Next
6. Enable Auto Sync and Self-Prompt (Recommended)
Toggle Auto Sync to enable automatic two-way syncing between Xero and Tofu
Enable Self-Prompt to allow Tofu to learn from past entries and build a smarter knowledge base for future processing
7. Activate the Integration
Once you click Activate, you're all set! Tofu is now connected to Xero.
8. Xero Integration's Data Flow
The chart below illustrates the data flow between Tofu and Xero
