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.

Step 2: Click Enable Xero APP

Step 3: Authorize the account with Xero

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

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.