Setting up Xero HQ Integration

This integration is currently under development and unavailable for SuiteFiles Users. 

To connect Xero HQ with SuiteFiles:

  1. Go to the management portal -
  2. Log in using your SuiteFiles Site URL, and the Admin's Office 365 email address and password
  3. Once logged in to the management portal, click on the CRM Connections link
  4. Click Connect underneath Connect to XERO HQ
  5. If you aren't signed in to Xero you'll need to do this in the window which pops up
  6. Click Allow access
  7. The window will authenticate and you should see a token appear next to Using token.