How to connect Parakeet to Xero

Background

• For new connections from Parakeet to Xero, please follow the steps below. 

• Where you are requested to 'RESET' the connection, please complete the Disconnect steps here first and then follow the steps below to Reconnect.

Connection Instructions:

• Login to your Parakeet Portal - https://portal.prod.zelopay.io/

• Select 'Settings' on the left menu

• Click 'Accounting' 

• Go to the 'Integrations' heading and click the pencil icon on the right

• Click 'Connect to Xero'

• IMPORTANT - Select either:
  • If your previous connection name is showing, please click the arrow on the right and select 'Add a new account' or
    "Add New authentication" 
• (Please note - Xero creates a new "pop-up" window so please ensure any pop-up blockers are disabled)

• You can leave the name unchanged
• Now click 'Create'
• NOTE: Please ensure the Xero User Account has at least 'Adviser' or 'Standard' Permissions 

• Select your company from the drop down and click 'ALLOW ACCESS'

• Click 'FINISH'

• Finally, you will be directed back to the Parakeet Portal
• A pop up like this will appear
• Click 'RECOMMENDED'
• You are now connected to Parakeet

To Check the Connection was successful

• Login to Xero

• Go to organisation settings > Connected Apps 

• Find "Parakeet" 

• If Parakeet is listed, Connection was successful. ✅

Your Xero account is now Connected from Parakeet.