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How do I integrate CRM with Xero?
How do I integrate CRM with Xero?
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Written by Support
Updated over a week ago
  1. First, you'll need to go to 'App Settings', in the bottom left-hand corner of your CRM:

2. Go to the 'Integrations' Tab:

3. Clicking 'Connect' inline with the Xero Logo:

4. From here you will need to enter your Xero credentials and click 'Authorise':

To learn more about what this integration does, please click here.

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