Connecting to Xero

Connecting to Xero
in three simple steps.

Step 1

After successfully signing up to RDvault, you will be prompted to set up your first company.

 

Simply search for the company using the search tool, press select and click continue.

Step 2

All you then need to do is click on ‘Connect to Xero’ where you will be forwarded to the Xero website and invited to input your Xero login credentials.

Step 3

Once you’ve you’ve completed the above process you will automatically return back to the RDvault app. All you then need to do is click continue! And away you go!