AEM Help Center
Journaler Xero Integration Explained
How to link your Xero organisation and export cryptocurrency transaction data into Xero, choose between transaction and invoice/bill feed and review the exported data.
Step 1 - Connect to Xero
Navigate to the Integrations page, from the menu, and select Connect to Xero.
Step 2 - Create Integration
Click on the Manage button to view your connected organisations.
Log in with your Xero credentials, accept and select the organisation you want to connect with.
NOTE: When initially signing up, you will see the Connect button. This means that you must first connect your Xero organisation to Journaler.
Step 3 - Choose Xero Organisation
Once you have connected your organisation, click on Manage again to view it (it will have a green dot next to it).
NOTE: You can connect more than one organisation, to do that click on 'Connect Organisation'.
Step 4 - Change Organisation
Now this organisation is ready for you to set exports! If you would like to change the selected organisation, use the Change Organisation button.
Step 5 - Create Integration
Click Create Integration, found below the Manage button. Click on the Wallet dropdown and select the wallet you want to export to Xero.
NOTE: The latest upgrade now lets you do Xero exports for both Blockchain Wallets and the Exchange Wallets. Simply use the selector on top of the screen to switch between the Wallet type to find the wallets you are looking for.
