Prerequisites
You'll need a Xero account and login
You'll also need a CRM Free Trial - if you don't already have one go ahead and register at signup.prospect365.com
Step 1: Connect to Xero
In the Welcome page within your Free Trial account, the first section involves setting up your integration.
If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to crm.prospect365.com/welcome.
To get up, select the 'Connect' button, and choose 'Xero' from the drop-down list. Then click 'Connect' to proceed.
Step 2: Log in to Xero
To start the integration, you'll need to authorise the 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 the CRM can access your sales and product data.
Step 3: Sit Back & Relax!
Once connected, you'll then see a message saying that your data is being processed. Depending on how much data you have to import this process can take a short while to complete e.g. if you have lots of customers, products and sales history, it'll take a little longer.
Checking the Status of your Integration
There's nothing more you need to do. Your data will be available shortly, and when it is, we'll add a few more links to your Welcome page to get you started.
But, if you need to come back and check the status of your integration later on, our short guide here will show you how, and explains what each status means.