Setjob - Software

Connect your Xero account to Setjob to sync customers, invoices, and accounting data.

Authorise Setjob to access your Xero account

1. Navigate to Settings
2. Select Integrations
3. Open Xero
4. Click Connect Xero
5. Sign in to your Xero account
6. Authorise Setjob to access your Xero account

Once authorised, your Xero account will be connected to Setjob.

- Sync customers
- Sync invoices
- Reduce manual data entry
- Keep accounting records up to date

If you're experiencing issues connecting Xero, please contact our support team via live chat or email.

Xero Integration

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Xero Integration

Connecting Xero

Benefits of Xero Integration

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