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1
Log in to your HubSpot account and search for the ‘Xero Integration by Cloudify’ app in HubSpot Marketplace.
2
Click “Install”:
Main dashboard interface
3
Select the account you want to use to install the Xero app and click “Choose Account”.
Main dashboard interface
4
Select the checkbox and click on “Connect app”.
Main dashboard interface
5
Click on “Let’s get started”.
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Connecting Xero account

1
Click on “Connect to Xero” to connect your Xero account.
Main dashboard interface
2
Input your Xero registered email address and password, and click on “Log In”:
Main dashboard interface
3
Select the Organisation if prompted and click on “Allow access”
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4
You will receive a successful message. Click anywhere on the screen to move to the next step.
Main dashboard interface
5
Click on “Yes, setup automation” or “I’ll do it manually” to proceed. Choose the option that best fits your workflow.
Main dashboard interface