Registration and offline usage
Paul Smith
Last Update há 2 anos
You can register and login without Xero.
How to register?
You can register and log in with your existing Xero account. If you want to connect your Xero account later, you can also register without connecting to Xero.
1. Open https://xero.immersively.tech
2. Click on Get started for free
3. Click on the Sign up link
4. Enter your name, email, and password
5. Click on the Sign Up button
Note: after signing up, the login page will display, allowing you to log in immediately.
How to connect to Xero
When you log in with your email/password, you will be able to connect your account to Xero.
1. Open https://xero.immersively.tech
2. Click on Get started for free
3. Enter your email and password
5. Click on the Sign In button
6. Click on Connect to Xero
Note: it will redirect you to Xero and give consent to our application to access your Xero account. See more here.
How to manage your integration with Xero
The solution allows users to connect to or disconnect from Xero and manage their settings for the integration. This allows multi-org connection. User can disconnect their unused orgs any time.
1. Click the Organizations link on the top left navigation bar after login.
2. Click on Disconnect to disconnect your Xero organization from your account.
3. Click Add Organization to connect another Xero organization to your account.
Note: you don't need to reconnect to Xero every time you login. The solution uses Xero's offline_access and refresh token to keep you securely connected. When you connect to Xero for the first time, a refresh token is created with a validity of 60 days, allowing the solution to connect to Xero on your behalf until you manually disconnect. For this purpose, the solution silently requests a new access token every 20 minutes using your refresh token.
How to disconnect the integration
We allow the user to disconnect our solution permanently at any time. You can disconnect apps from the Connected Apps screen (Xero > org name > settings > connected apps > disconnect app). Disconnected organizations are removed from our application. You can reconnect by clicking on the "Add Organization" button.
How to view errors and contact support
Our application handle errors that might occur when connecting to Xero: for example, users remove mapped accounts, temporary connectivity issues disrupt integrations, and dozens of other potential problems might surface. You can view those errors by visiting the error page: https://xero.immersively.tech/errors.
To submit a Support ticket, click on the Contact support button.
