Connectorly

Previous step: <a href="https://help.connectorly.io/en/articles/8588941-connect-to-microsoft-dynamics-365">Connect to Microsoft Dynamics 365</a>

From <a href="https://connectorly.io/app/connections/view-all" rel="nofollow noopener noreferrer" target="_blank">Connectorly.io</a>, click the “Connect to Xero” button. You will be taken to the Xero login page, so you can login with your Xero credentials.

Once you have logged in, select the Organisation you want to synchronise and click on “Allow access”.

Click Allow access and then confirm the Organisation you want to connect to:

Once connected, a green tick confirms that everything is connected:

The connector doesn't store any financial data coming from your Xero or Microsoft Dynamics 365 instances, it just syncs this data between the two systems.

Next step: <a href="https://help.connectorly.io/en/articles/8143555-sync-your-first-invoice">Sync your first invoice</a>

This step gives Connectorly permission to access information from your selected Xero Organisation.

How to connect to Xero

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Previous step: Connect to Microsoft Dynamics 365

Connect to Xero

Next step: Sync your first invoice