How to Install the App

1. From the Xero App Store:

   • Log in to your Xero account and search for "Cloudify Xero Integration"

   • Select the application and click on the "Get this app" button as shown below:

     
     

     

     
     

     On the next screen, select "Pipedrive" and click on "Install"

     
     

     

     
     

   • Skip Step 2 and move to Step 3

     
     

2. From the Pipedrive Marketplace

   
   

   • Log in to your Pipedrive account and search for the terms 'Cloudify' or ‘Xero Integration app' in Pipedrive Marketplace. This will display the Xero integration developed by Cloudify.

   • Click on "Install now":

     
     

     

   
   

3. Select the Pipedrive company in which you wish to install the Xero app and click on "Allow and Install".

   
   

   

   
   

4. Click on "Start" to begin the installation.

   
   

   

Connecting Xero account

1. Click on “Sign in with Xero” to connect your Xero account.

   
   

   

   
   

2. Input your Xero registered email address and password, and click on "Log In":

   
   

   

   
   

3. Select the Organisation if prompted. Then click on "Allow access"

   
   

   

   
   

4. You will receive a successful message once the Xero account is connected

5. Click on "Continue". The Xero account is now successfully connected to your Pipedrive.