How to connect to Xero

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

Nick Maxwell avatar
Written by Nick Maxwell
Updated over a week ago

Connect to Xero

From, click the β€œConnect 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 β€œAllow 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.

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