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"

  
  

• 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":

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

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

  
  

  

  
  

• 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.