Installing the plugin

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Step 1: Install the Plugin

In your WordPress admin panel, navigate to Plugins → Add Plugin. In the search bar, type Cloudify. The plugin Sync orders with Xero – Cloudify will appear in the results. Click Install Now. WordPress will install the plugin in a few seconds.

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Step 2: Activate the Plugin

Once installed, click Activate Plugin.

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Step 2: Set Up Your Account

After activation, a setup notice will appear at the top of the Plugins page. Click I Agree — Set Up My Account. This sends your store URL, admin email, username, and user ID to Cloudify’s integration service to create your account.

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Step 3: Connect WooCommerce

You will be taken to the Cloudify app to connect your WooCommerce store. Click Connect to begin the WooCommerce authorisation process.

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Step 4: Approve WooCommerce Access

A WooCommerce authorisation screen will appear requesting Read/Write access to your store. This allows the integration to:

• Create webhooks
• View and manage customers
• View and manage orders and sales reports
• View and manage products
• View and manage coupons

Click Approve to grant access.

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Step 5: Welcome Screen

You will be directed to the Xero Integration welcome screen. Click Start to proceed.

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Step 6: Connect Xero

Connect your Xero account and select your preferred organisation. If you need to change the connected organisation later, click Change next to the Preferred Organisation field. Click Next to continue to the Subscription step.