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How to Install the App

You can install the Cloudify Xero Integration from two places — the Xero App Store or the Pipedrive Marketplace. Follow the path that suits you.
1

Find the app in the Xero App Store

Log in to your Xero account and search for Cloudify Xero Integration. Select the application and click Get this app.
Search for Cloudify Xero Integration in the Xero App Store and click Get this app
2

Select Pipedrive and install

On the next screen, select Pipedrive and click Install.
Select Pipedrive and click Install
3

Continue to connecting your Xero account

Skip to the Connecting Xero Account section below to complete the setup.

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Connecting Your Xero Account

1

Connect Xero Account

Click Connect to Xero to begin connecting your Xero account.
No Xero Account:
If you don’t have a Xero account, you can start a free trial and come back to connect it once your account is set up.Want to See the App Before Going Live:
If you’d like to explore the app first, you can schedule a guided demo to see how it works before connecting your account.
Click Sign in with Xero to connect your account
2

Enter your Xero credentials

Input your Xero registered email address and password, then click Log In.
Enter your Xero email and password and click Log In
3

Select your organisation

If prompted, select your Organisation and click Allow access.
Select your Xero organisation and click Allow access
4

Confirmation

You will receive a success message once the Xero account is connected.
5

Choose Your Setup Method

Click on “Yes, setup automation” or “I’ll do it manually” to proceed. Choose the option that best fits your workflow.
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Got unique integration needs? Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. Learn more about Advanced Integration Settings