> ## 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

> Step-by-step guide to installing the Cloudify Xero Integration from either the Xero App Store or the Pipedrive Marketplace, and connecting your Xero account.

## 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.

<Tabs>
  <Tab title="From the Xero App Store">
    <Steps>
      <Step title="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**.

        <Frame>
          ![Search for Cloudify Xero Integration in the Xero App Store and click Get this app](https://framerusercontent.com/images/32dRxr1c7sR50MRlnqDglBdk.png)
        </Frame>
      </Step>

      <Step title="Select Pipedrive and install">
        On the next screen, select **Pipedrive** and click **Install**.

        <Frame>
          ![Select Pipedrive and click Install](https://framerusercontent.com/images/3gcJwaCcyGnHhTJmGutfnlQ.png)
        </Frame>
      </Step>

      <Step title="Continue to connecting your Xero account">
        Skip to the **Connecting Xero Account** section below to complete the setup.
      </Step>
    </Steps>
  </Tab>

  <Tab title="From the Pipedrive Marketplace">
    <Steps>
      <Step title="Find the app in the Pipedrive Marketplace">
        Log in to your Pipedrive account and search for **Cloudify** or **Xero Integration app** in the Pipedrive Marketplace. This will display the Xero integration developed by Cloudify. Click **Install now**.

        <Frame>
          ![Search for the Xero Integration in the Pipedrive Marketplace and click Install now](https://framerusercontent.com/images/nGEj9o86hTk2a8YpLGDQBN1o.png)
        </Frame>
      </Step>

      <Step title="Allow and Install">
        Select the Pipedrive company in which you wish to install the Xero app and click **Allow and Install**.

        <Frame>
          ![Select your Pipedrive company and click Allow and Install](https://framerusercontent.com/images/iXMzKPMiJR1omuvDVqvJNQDzL8.png)
        </Frame>
      </Step>

      <Step title="Start the installation">
        Click **Let's get started** to begin the installation.

        <Frame>
          <img className="hidden dark:block" src="https://framerusercontent.com/images/nDQdQS94jP9jUCmhDYtqVEEGY.png" alt="Click Start to begin the installation" />

          <img className="dark:hidden" src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18012206.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=c5e704aa9d9028011fc33e6a5fa7fbbf" alt="Click Start to begin the installation" width="1875" height="648" data-path="images/Screenshot2026-03-18012206.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>
</Tabs>

***

## Connecting Your Xero Account

<Steps>
  <Step title="Connect Xero Account">
    Click **Connect to Xero** to begin connecting your Xero account.

    <Info>
      **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.
    </Info>

    <Frame>
      <img className="hidden dark:block" src="https://framerusercontent.com/images/kMIxtQg43k1AybN76vda0FFVuRI.png" alt="Click Sign in with Xero to connect your account" />

      <img className="dark:hidden" src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18012350.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=0999c0187631309882dc0b48d0d1c512" alt="Click Sign in with Xero to connect your account" width="879" height="714" data-path="images/Screenshot2026-03-18012350.png" />
    </Frame>
  </Step>

  <Step title="Enter your Xero credentials">
    Input your Xero registered email address and password, then click **Log In**.

    <Frame>
      ![Enter your Xero email and password and click Log In](https://framerusercontent.com/images/hrL361xIyN5WSc9pplS2uROusmw.png)
    </Frame>
  </Step>

  <Step title="Select your organisation">
    If prompted, select your Organisation and click **Allow access**.

    <Frame>
      ![Select your Xero organisation and click Allow access](https://framerusercontent.com/images/lnEQ5LM6m8zppDyzl3SuGew5wbE.png)
    </Frame>
  </Step>

  <Step title="Confirmation">
    You will receive a success message once the Xero account is connected.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18013257.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=74793cf173d86a6fafea305dc80c8834" alt="Screenshot2026 03 18013257" width="744" height="550" data-path="images/Screenshot2026-03-18013257.png" />
    </Frame>
  </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. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)
</Tip>

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