> ## 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.

# Getting Started

> How to access the integration settings in your WordPress admin panel.

## Step 1: Open the Plugin

From the WordPress admin sidebar, open *Sync Orders with Xero – Cloudify*, or simply hover over the plugin and click *Settings*.

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## Step 2: Open Integration Settings

The plugin dashboard shows three sections: **Xero Connection**, **Integration Settings**, and **Subscription**.

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  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-24-212313.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=4fce5d43457fbfd5e2364c19845bd55e" alt="Screenshot 2026 06 24 212313" width="1641" height="448" data-path="images/Screenshot-2026-06-24-212313.jpeg" />
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Click **Open Settings** under **Integration Settings**.

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## Overview of Settings

The Integration Settings page gives an overview of the three configuration areas:

* **Customer Mapping** — Match WooCommerce customers to existing Xero contacts or create new ones automatically on each order.
* **Product Mapping** — Map WooCommerce products to Xero inventory items, or have new items created automatically on first sync.
* **Invoice & Quote Settings** — Choose whether WooCommerce orders sync as Xero invoices or quotes, and configure default accounts and tax rates.

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  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-24-212356-1.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=d32abda824cbab50438f963523985a1f" alt="Screenshot 2026 06 24 212356 1" width="1083" height="756" data-path="images/Screenshot-2026-06-24-212356-1.jpeg" />
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