Please follow the simple steps below to set up the integration between Prospect 365 and Xero.

Step 1: Navigate to the Admin Portal

Navigate to the Admin Portal and sign in using your normal credentials. Note: you will need to be a CRM Administrator in order to access the Admin Portal, so speak to someone who is so they can grant you access. You can access the Admin Portal by clicking on the tile icon on the top left-hand corner once logged in to any part of the Prospect 365 platform.

Step 2: Create the Connection to Xero

Next, go to Integration > Connections on the left-hand side, then click 'Add New Connection'. 

Fill in the 'Name' field with your Company Name and ensure 'Xero' is selected as the Account Type from the drop-down list. Then, click ‘Add’.

Once you press 'Add', you will be taken to the Xero portal.

Step 3: Log In to Xero

When you're directed to the Xero log in screen, type in your email address and password for Xero, and press 'Login'.

Once connected to your Xero account, you need to press 'Allow access' so that Prospect 365 can access your data. 

You will then be redirected back to the Prospect 365 Admin Portal. The Status will show as ‘Connected’. 

Step 4: Connect Operating Company to Xero

Finally, go to Integration > Operating Companies. 

Click on your company name on the left, and in the next window, ensure you choose the connection you just created in Step 2 from the 'Connection Name' drop-down list. Then click 'Save Changes' to finalise the integration set up process!

Should you experience any issues when setting up the integration, remember that our Customer Success team are on hand to help out, so don't hesitate to call us on 0330 0880 365 or start a chat conversation with us from our website!


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