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  4. Connection Setup

Connection Setup

To reach the Connection Setup:

  • Login to Salesforce
  • Select the RIO Finance app from the App Manager
  • Click on the RIO Finance Configuration Tab
  • If this is your first time, you will be walked through the RIO Finance Configuration steps:
    • Connection Setup
    • Preliminary Sync Jobs
    • General Confugration

Connection Setup

Initial setup: If this is your first time, you will need to connect to Xero.

  1. Select Connect to Xero
    • You’ll be asked to Enter App Credentials – These are the Consumer Key and Consumer Secret of your private App in Xero.
    • (Unsure what this is? Click here for more information.)
  2. Click Connect to Xero again to confirm the connection.
  3. If this is your first time connecting, you’ll now need to click on the Preliminary Sync Jobs tab.

Once connected, you will see these configuration options:

  • Connected Org – Your connected Xero Org.
  • Certificate Expiry Date – The date your certificate for the private app will expire. You will need to reconnect to Xero on this date.
  • Test Connection – This button manually checks if your connection with Xero is still working.
  • Disconnect – This button disconnects from your connected Xero Org. You won’t be able to perform any further sync operations until your reconnect.
    • This will not erase previously synced data.

 

 

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