Connecting to Xero

To connect CRM with Xero, follow the simple steps below.

First, navigate to the “Admin” menu, and choose connections.

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When the connections menu displays, select “Activate” next to the Xero entry.

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To connect with Xero, simply click on the Authorise button. You will be taken to Xero’s authorisation portal where you will need to log in.

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Once you log in, you’ll return to the CRM CRM and the import process can start.