Connecting to Xero

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

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

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

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.

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