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 the application where you wish to install the integration. Once done, click on "Install"

     

     
     

   • Skip Step 2 and move to Step 3

     
     

2. From the HubSpot Marketplace

   • Log in to your Hubspot account and search for the ‘Xero Integration’ app in HubSpot Marketplace.

   • Click "Install app":

     

   
   

3. Select the account you want to use to install the Xero app and click "Choose Account".

   

   
   

4. Select the checkbox and click on "Connect app".

   

   
   

5. Click on "Quick Install".

   

Connecting Xero account

1. Click on “Select” 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 and click on "Allow access"

   

   
   

4. You will receive a successful message. Click anywhere on the screen to move to the next step.

   

   
   

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