Connect Xero
Prepare the accounting connection for customer and invoice workflows.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings, then Xero.
- Confirm the organisation you intend to connect.
- Authorise the connection using an appropriately privileged Xero user.
- Review the connection state and mapping options.
- Test with controlled records before normal use.
Good practice
Use a non-production or controlled process until your finance owner signs off the mapping.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.