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 Enable Xero APP

enable xero app

 

Step 3: Authorize the account with Xero

Note: You will need to sign in to your Xero account

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Once you log in successfully and allow Xero to integrate with Forecast you are ready to make use of the integration in any project you want.