Setting up your Xero connection in Simple Salon Dome
Once you have a Xero account and a Simple Salon Dome, you need to connect them.
- In your Dome, select the profile icon, then Account.
- Select Actions. Under Accounting Add-Ons, select Xero.
The panel on the right says Not Connected. Select Connect to Xero to get started.
- Log in to Xero with your email address and password.
- Xero asks you to allow access to Simple Salon. Open the Select an organisation drop-down and pick the Xero account you want to link.
- Select Allow Access. You return to Simple Salon, where you are now connected.
If you only have one Xero account for all your locations, skip to "Connecting to your Dome Xero account from a Simple Salon location".
Allowing access to additional Xero accounts in Simple Salon Dome
Repeat these steps for each extra account you want to link.
- In your Dome, select the profile icon, then Account.
- Select Actions. Under Accounting Add-Ons, select Xero. You'll see your first Xero account connected.
- Select the Change Organisation link. A drop-down lists the Xero accounts you've already authorised.
- Choose Add new... at the bottom of the list, then select Save.
- Log in to Xero again if asked. Use the same Xero user you used the first time. Otherwise the original connection is removed.
- Open the Select an organisation drop-down and pick the extra Xero account.
- Select Allow Access. You return to Simple Salon, connected to the new account.
If you aren't connected yet, go back to "Setting up your Xero connection in Simple Salon Dome".
To check both accounts are linked, select Change Organisation again and look at the drop-down list.
Connecting to your Dome Xero account from a Simple Salon location
- Select Switch location at the bottom of the left menu and pick the location.
- Select the profile icon, then Account.
- Select Actions. Under Accounting Add-Ons, select Xero.
- The panel on the right says Not Connected. Select Use Dome Connection.
By default, the location connects to the Xero account selected at the Dome. If you only have one Xero account linked at the Dome, you can leave this as it is.
If you have more than one, select Change Organisation and pick the account for this location. Then select Save.
We recommend doing this even if the Dome default is already right. If the Dome default changes later, the location's Xero account changes too.
Next, set up the End-of-Day settings on the Xero page. Follow the End-of-Day Settings article.
If you have any questions, please send them to us through the Submit a Request option in your Help & Support page.