1. Log in to LoopAI: Use your username and password to access the Loop platform.
2. Navigate to Software integration: Navigate to Balance --> Journal Entry Automation --> Journal Settings → Integrate Bookkeeping Software
3. Initiate Xero Integration: Click on the Xero logo within the Software Integrations section. This will prompt a Xero login screen to appear.
4. Authenticate with Xero:
- Enter your Xero credentials to log in.
- If this is your first time connecting, you may be prompted to enter a One-Time Password (OTP) for verification.
- After successful authentication, click "Next" to proceed.
5. Confirm Integration: Upon successful connection, you will be redirected back to the LoopAI platform with a confirmation message indicating that the Xero integration has been established.
6. Map Locations:
The wizard will automatically guide you to map locations. Alternatively, navigate to Balance > Journal Entry Automation > Journal Settings > Map Locations.
Select all the locations in Loop that you want to map to your connected Xero account. Note: Journal Entries will be generated for the mapped locations.
Map each location in Loop to the corresponding Tracking category from the dropdown list.
Once all locations are mapped, click "Save" or "Next" to finalize the setup and move to the next step.
7. Configure Chart of Accounts & Journal Type
To learn more about mapping your Chart of Accounts, refer to this guide.
Need Assistance?
If you have any questions or require further assistance during the integration process, please reach out to us at support@tryloop.ai.