⚠️Important: You must have Administrator access in Donorfy and valid login credentials for your Xero account.
Connect Donorfy to Xero
Follow these steps to establish the connection.
Go to Settings, then click Configuration.
Locate and open Xero Settings.
Click Connect to Xero.
Enter your Xero login credentials and authorise the connection.
Once authorised, Donorfy will be successfully connected to Xero and ready for configuration.
Disconnect from Xero
You can disconnect Donorfy from Xero at any time if needed.
Go to Settings, then click Configuration.
Open Xero Settings.
Click Disconnect from Xero.
📌Note: Disconnecting does not remove your existing configuration. All defaults and mappings are retained so you can reconnect later without re-entering settings.
⚠️Important:
The Xero integration is a Professional only feature. Essential subscribers, please contact us to find out more about upgrading.
Donorfy Academy
The Donorfy Academy features a learning course for Xero - enrol here