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Xero Setup - 1. Activate & Connect
Xero Setup - 1. Activate & Connect
Updated over 2 months ago

You will need a Xero account and your Xero login details before connecting this integration.

How to Connect to Xero

  • Navigate to Addons in the side menu:

  • On the Xero integration card click Connect to Xero

  • Read the information displayed on screen, and if you're ready to proceed click Connect:

  • You will be required to log into your Xero account and Allow Access

  • Once connected your Xero Company details will be displayed in the Xero Accounting card

  • Select Configuration and continue with next steps outlined in our article Xero Setup - 2. Account Mapping

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