You will need to create a Salpo CRM and Xero account before you can use our integration. Then it’s as easy as 1, 2, 3…
- From Salpo CRM, click Connect on the Xero box on the integrations page or within the Xero profile page.
- If you are not logged into Xero, enter your email and password (if you are already logged in, proceed to the next step).
- Ensure you have the correct business selected from the drop down, then select the Authorize button.
If successful, you will briefly see a confirmation message before being redirected back to Salpo CRM.
You will see Connected at the top of Xero integrations page.
If you have any issues, please visit Salpo Support.