allow access on xero accounting software

Allow access on xero accounting software software#

Xero can be used in the following manner:Īll invoices related to a given Lead or Contact is listed in their respective details page. Hit to activate the integration on Freshsales.

You can find the company name and the email address that has been used to integrate your Xero account. You will be redirected to the Xero integrations page in Freshsales. Upon successful sign in, you will be directed to an authentication page that requests you to allow access to the freshsales account.Ĭlick. This opens up an authentication page for you to fill in credentials for your Xero account.įill in your Xero credentials and click Sign In. This opens a dedicated page for xero app.Ĭlick the button. Scroll down to the Xero app and click the toggle switch. Note: Only users with Admin access to the Freshsales account can configure a Xero integration. Search your Xero invoice without having to leave FreshsalesĬlick Admin settings and scroll down to Apps. Pin Xero invoices against your records in Freshsales Get a summary of total paid and unpaid amount for each lead, contact, account, and deal View lead or contact invoices within Freshsales What does the Freshsales Xero integration offer? It can be configured to allow flow of information from Xero to Freshsales. Note: The Xero integration with Freshsales is an account-level integration. What does the Freshsales Xero integration offer?Īdmin Settings > Apps > Xero > Toggle Switch > Connect to Xero > Fill Credentials and Sign in > Allow Access > SaveĪll Freshsales Admin with an active Xero account can enable this integration. Integrating Xero with Freshsales allows Sales teams to view billings and invoices from within the CRM.

Allow access on xero accounting software software#

Xero is an accounting software that simplifies the handling of payments and associated tasks.