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Connecting to Xero

 

To connect CRM with Xero, follow the simple steps below.

 

 

  • Head to Main Menu, then select Integrations from the Admin menu.

  • Choose to Activate the Xero integration.

Accessing Xero connection settings

  • To connect with Xero, simply click on the Connect to Xero button. You will be taken to Xero’s authorisation portal where you will need to log in with your Xero details.
  • You need to ensure that you are logging into Xero with credentials that have a ‘Standard’ permission role assigned – logging in with credentials for an ‘Invoice Only’ or ‘Read Only’ role will not populate data to CRM as there is not an adequate level of permission to implement the integration.

Connecting to Xero in CRM

  • Click to allow Tall Emu access to your organisation.

Authorising Tall Emu CRM in Xero

  • Once you have logged into the Xero authorisation portal, you’ll return to Tall Emu CRM and should click on Connect to start the import process.

Starting the Xero import from CRM

  • The import process will take a few minutes to complete. When complete, you will see a confirmation screen letting you know the CRM is connected to Xero.
  • To learn how to configure your Xero sync settings, click here.

Note that all other sync preferences are set to Manual – this means that data will only move between the systems if you choose to manually import or export records.

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