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Installation

Connect Xero account

Connect Xero account

How to Install the App

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"

  • On the next screen, select the application where you wish to install the integration. Once done, click on "Install"


How to Install the App


  • If you are installing the Xero application on Pipedrive marketplace, proceed to the Pipedrive-Xero setup guide. Otherwise, skip to step 3

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

  • Click "Install app":


How to Install the App


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

How to Install the App


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


    How to Install the App


  • Click on "Quick Install".


    How to Install the App


Connecting Xero account

  1. Click on “Select” to connect your Xero account.


    How to Install the App


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


    How to Install the App


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


    How to Install the App


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


    How to Install the App


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


    How to Install the App

Need Help? Let's Talk

If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels:

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