Xero
Last updated
Last updated
When you're setting up your first workflow with Xero, you will need to connect Xero with MESA. Click on the Connect with Xero button.
You will brought to a screen with MESA asking for permissions. Click on Allow access.
Afterwards, you will be brought back to your current workflow and you are all set! MESA is now connected with your Xero account.
If you are seeing a Could not identify your Xero account error when your workflow runs, you will want to make sure that you only have one Xero credential per Xero account in MESA at a time. This indicates that you might have more than one Xero credential.
1. To resolve this, login into your Xero account: https://login.xero.com/
2. From the top right hand corner, click on the 9 dotted icon and Manage app connections.
3. Locate the connected app MESA and click to Disconnect it and confirm to Disconnect it again.
4. Once MESA is no longer a connected app, you will want to connect Xero with MESA again.
MESA workflows that contain Xero Triggers (such as Contact Updated) will run on a polling system. Meaning, on every hour or whatever the selected frequency is selected in your MESA workflow, MESA will look for any recent activity in Xero. As a result, you may not see immediate activity in your MESA workflow until the frequency hits.
In Xero triggers, you can find the polling system by selecting the More Options button, then the Schedule field.
You can keep the default frequency or adjust it. Once the frequency hits, MESA will process every single task that has accrued within the previous timeframe.
