Steps
1. Before you start
You need the Solo or Practice plan, a ScreenlyyID login that is an owner or the compliance officer, and someone who can approve apps in your Xero organisation. On the Free plan, ScreenlyyID shows: Connecting Xero is on the Solo and Practice plans.
2. Open Integrations
In ScreenlyyID, open Integrations under Account in the left menu. The Xero card shows Not connected.
3. Press Connect Xero
Press Connect Xero. ScreenlyyID takes you to Xero.
4. Approve in Xero
Sign in to Xero, choose the organisation that holds your clients and approve read-only access. One Xero organisation can be connected to each ScreenlyyID firm.
5. Check the connection
You return to Integrations with the message: Xero is connected. Your customer contacts are ready to import. The card shows the organisation, when it was last read and how many contacts are new, need an ABN check, changed in Xero or are imported.
6. Import your clients
Open Clients and press Import from Xero (or press Import contacts on the Integrations page). Under Set these for the contacts you tick, choose the service you provide and how they will verify: Online, on a secure link, or In person. Tick the contacts that are your clients, check each Kind, and press Import. A contact flagged Check the ABN has a tax number that is not a valid ABN. A contact marked Already a client has the same ABN as an existing client and is linked instead of duplicated. Use Not a client for contacts you do not want to see again.
7. Run the first check
Open an imported client. The file shows it was created via Xero. Start the checks from the client file as you would for any client. Importing sends nothing to anyone. To go back to the contact in Xero, press Open in Xero.
8. Disconnect or reconnect
To stop, press Disconnect on Integrations and confirm. Contacts waiting to be imported are removed and clients you already imported stay. If the card says Needs reconnecting, press Connect Xero again.
Troubleshooting
These are the messages ScreenlyyID shows, and what to do.
| What you see | What to do |
|---|---|
| Xero was not connected: the approval was cancelled. | The approval in Xero was cancelled or closed. Press Connect Xero and approve again. |
| Connecting Xero is on the Solo and Practice plans. | The firm is on the Free plan. Upgrade, then connect. |
| Only an owner or the compliance officer can connect or disconnect Xero. | Ask an owner or the compliance officer to connect it. Anyone except staff-only users can see and import the contacts once it is connected. |
| Xero is already connected. Disconnect it first if you want to connect a different organisation. | This is the wrong organisation. Press Disconnect, then connect again and choose the right one. |
| Xero connections are full at the moment. We will enable yours shortly. | Xero limits how many organisations can connect to ScreenlyyID right now. Nothing is wrong with your account. We will enable yours; contact us if it takes more than a day. |
| Needs reconnecting | Xero no longer lets ScreenlyyID read, usually because access was removed in Xero or the connection went unused for 60 days. Owners and the compliance officer get one email a day, with no client details, until someone presses Connect Xero again. |
| The last read from Xero did not finish. It will try again shortly. | A read was interrupted. It retries by itself. If you need the contacts now, press Read from Xero now. |
| Xero asked us to slow down. Try again in a minute. | Xero limits how often an app can call it. Wait a minute and try again. |
| Xero could not be reached just now. Try again shortly. | Xero was unavailable. Try again shortly. |
| Xero could not be connected. Try again, and contact us if it keeps happening. | Something went wrong during the approval. Try again, then contact us. |
Back to Tranche 2 AML checks for Xero users or see pricing.
General information, not legal advice. Xero is a trademark of Xero Limited. ScreenlyyID is not affiliated with or endorsed by Xero.