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Setting up Integration to Xero

It's quick and easy to set up integration to Xero, one of our Cloud Accounting System partner Apps. Let us show you how...

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago


  • 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

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

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.

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 get in contact with us here or start a chat conversation with us from the help icon in the app, or the chat link on our website.

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