> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Xero Account

> How to Install the App from the HubSpot Marketplace:

<Steps>
  <Step stepNumber={1}>
    Log in to your HubSpot account and search for the ‘**Xero Integration by Cloudify**’ app in HubSpot Marketplace.
  </Step>

  <Step stepNumber={2}>
    Click "**Install**":

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-23.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=8f155603a893ff9e1c4f522f207f88a6" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1540" height="760" data-path="images/image-23.png" />
  </Step>

  <Step stepNumber={3}>
    Select the account you want to use to install the Xero app and click **"Choose Account"**.

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-24.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=2f53f175b79e12ff03be3af238557946" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1086" height="798" data-path="images/image-24.png" />
  </Step>

  <Step stepNumber={4}>
    Select the checkbox and click on **"Connect app".**

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-25.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=9de244e0798838bc0f049e5b9392d035" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1114" height="834" data-path="images/image-25.png" />
  </Step>

  <Step stepNumber={5}>
    Click on "**Let's get started"**.

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-17.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=890a9f119b5566db0f9f33e7a81a9e76" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1879" height="879" data-path="images/image-17.png" />
  </Step>
</Steps>

**Connecting Xero account**

<Steps>
  <Step stepNumber={1}>
    Click on “**Connect to Xero**” to connect your Xero account.

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-18.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=42d16e0c814fab73192d0548509fd032" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1903" height="847" data-path="images/image-18.png" />
  </Step>

  <Step stepNumber={2}>
    Input your Xero registered email address and password, and click on "**Log In"**:

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-19.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=125a79e40809f1f3239df014bfafa760" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1896" height="943" data-path="images/image-19.png" />
  </Step>

  <Step stepNumber={3}>
    Select the Organisation if prompted and click on **"Allow access**"

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-20.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=90be25b7b0be65668b0e0213b9c60ca2" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1920" height="891" data-path="images/image-20.png" />
  </Step>

  <Step stepNumber={4}>
    You will receive a successful message. Click anywhere on the screen to move to the next step.

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-21.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=e068a6ac1ff3aff6e7088ed312069960" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1885" height="816" data-path="images/image-21.png" />
  </Step>

  <Step stepNumber={5}>
    Click on “**Yes, setup automation**” or **“I’ll do it manually**” to proceed. Choose the option that best fits your workflow.

    <img src="https://mintcdn.com/cloudify-c7720744/2vGy4hn5Tg_wrzfN/images/image-22.png?fit=max&auto=format&n=2vGy4hn5Tg_wrzfN&q=85&s=f20cf1716dd2baf62b846284f449ff62" alt="Main dashboard interface" style={{ height:"100%",width:"100%",borderRadius:"15px",border:"1px solid #e2e8f0",padding:"4px" }} width="1905" height="787" data-path="images/image-22.png" />

    <Info>
      **"Yes, setup automation (Recommended)"**- Select this to setup up the rules to automatically create invoices in Xero,along with customers and products based on HubSpot deal changes

      **“I’ll do it manually** - Select this if you want to manually create invoices in Xero with one click, without any deal based automatic triggers.
    </Info>
  </Step>
</Steps>

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>