Setting up Integration with Xero

PavMayson

Go to account settings


Select Integrations > Connections > New Connection > Standard Xero


Give your connection a name and click the "Connect with Vendor" button


Sign in with your Xero Credentials and allow access to your organisation


Create a new Push Form by selecting Integrations > Push Forms > New Integration Connector > Standard Xero


Give the form a name and select the connection you setup in the previous step from the connection dropdown then click "Create"


Your Integration has now been successfully setup. You can push data to your Xero account from "Recent Onboards" by clicking on the plug icon and then selecting your Xero form