Connecting Sumday to Xero
Connecting your Sumday account to your Xero organisation enables automatic transaction data imports from Xero into Sumday. This integration streamlines your carbon assessment and Quick Estimate workflows.
How to Connect Sumday to Xero
Option 1: From the Xero App Store
-
Go to the Xero App Store or click the App icon in the top right corner of your Xero organisation and search for Sumday.
-
Click Get this app on the Sumday app page.
-
Sign in to Sumday
-
Follow the prompts to connect your Xero and Sumday organisation's and import your transactions.
Xero’s guide to connecting apps
Option 2: From Within Sumday
You can also initiate the connection from inside the Sumday platform in the following ways:
-
From the left-hand menu, go to Settings.
-
Scroll to the Xero Connection section.
-
Click Connect to Xero.
-
Follow the connection steps.
-
You’ll see a Xero Connection In Progress bar until the connection is complete.
You can also connect to Xero when importing transactions for a carbon assessment, and running a Quick Estimate.
How to Disconnect Sumday from Xero
From Within Xero
-
Click your organisation name, then select Settings.
-
Go to Connected Apps.
-
Under the Connected Apps section, click Disconnect beside Sumday.
Instructions on managing connected apps in Xero Central
From Within Sumday
- From the left-hand menu, go to Settings.
- Scroll to the Xero Connection section.
- Click Disconnect from Xero.