Connecting to Xero

Follow these step-by-step instructions for connecting your FG Receivables Manager to Xero. This can take some time; however, you’ll only need to do this once.

 

1. Select "Connect to Xero."

After entering your company information, select your accounting package from this page:

 

2. Enter your Xero credentials.

You will be redirected to the below page. Enter the email address and password associated with your Xero account.

 

3. Select the organization you would like to sync with Funding Gates.

Choose the organization you would like to get started on the path to AR bliss from the dropdown menu, and then select "Authorize."

 

4. Get started!

The Xero integration and sync should happen immediately. If you experience any difficulty, please contact us immediately at support@fundinggates.com or call 888-370-6026 and select "2" for Customer Support.

 

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