Find Your Organisation Name
The Organisation Name identifies which Xero organisation to connect. This must match exactly as it appears in Xero.
1
Locate Your Organisation Name
Sign in to your Xero account and find your organisation name.
- Click your organisation name in the top left corner of the Xero dashboard
- The name displayed is your Organisation Name (e.g.,
Demo Company (UK)) - If you have multiple organisations, select the one you want to connect
- Enter this name exactly as shown — it is case-sensitive
Link the Account
1
Connect
- Click Connect.
- If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
- Once authorization is successful, you will see a confirmation popup.
2
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.
Next Steps
Webhooks setup
Configure receiving Events for Xero into StackOne.