⚠️Important: You will need a Xero account and your Xero login details before connecting this integration.
Please ensure your Xero plan is adequate, as some plans have transaction limits that may be too restrictive for your needs. For example the Starter / Early / Ignite plans have a limit of 20 invoices (debtor) and 5 bills (creditor) that will not suffice for most workshops.
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
