Xero Integration Setup

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

Reading time: 5 minutes 

Main takeaways:

  • By enabling the Xero integration, you will be able to send invoices through Forecast directly to Xero
  • Once activated, we automatically add a new Xero tab to all of your projects
  • Note: the integration does not work on Connected Projects

 

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.