- You'll need a Xero account and log in credentials to follow the steps in this article
Step 1: Log In to CRM
To add Xero as a secondary connection, visit this link - this will take you to the right place in the CRM.
Step 2: Edit Connections
Click on pencil icon next to your company name. This will load all your current connections. For example, if your CRM is already connected to one of our Inventory Management App Partners like Unleashed, this will display here.
Underneath the Secondary Connection section, click on the pencil icon and then choose Xero from the options. Then, press the 'Connect to Xero' button.
Step 3: Log in to Xero
You'll then be asked to log in to Xero to authorise the Prospect CRM App. In the pop up window, log in to Xero using your Xero credentials.
Once connected to your Xero account, select 'Allow access' so that Prospect can access your sales and product data.
The set up is complete! Now you won't miss out on any new integration features we release for Xero!