Xero Integration Setup

Learn how to set up and use the Xero integration in Forecast.

Main takeaways:

 

Please be advised that the Xero integration does NOT work with connected projects in Forecast.

 

Forecast allows you to flawlessly connect your Xero account with your Forecast account. The guide bellow will assist you with setting the integrations in your Forecast account. If you are looking to learn what you can do with the integration, please see Xero Integration 

Setup

Step 1: Go to the Xero integration in your admin panel, or click here.

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Step 2: Click Connect to Xero

connect_to_xero

Step 3: Authorize the account with Xero

Note: You may need to sign in to your Xero account if you do not already have an active session.

log_in_to_xeroYou will be prompted to give access to the Forecast - Project & Resource Management app. Click "Allow access" to continue.

xero_oauthOnce you have allowed access to the app you are ready to make use of the integration in any project you want. Click here to learn more about what the integration can do.