> ## 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.

# Installing the plugin

> How to install and connect the WooCommerce–Xero plugin.

## Step 1: Install the Plugin

In your WordPress admin panel, navigate to **Plugins → Add Plugin**.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-24-235827.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=5d5b90f045cb6c13a1ab326471d55fb3" alt="Screenshot 2026 06 24 235827" width="1873" height="676" data-path="images/Screenshot-2026-06-24-235827.jpeg" />
</Frame>

In the search bar, type **Cloudify**. The plugin **Sync orders with Xero – Cloudify** will appear in the results.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-25-003358.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=301dd900e9e679faf254d34c3792d4f4" alt="Screenshot 2026 06 24 235938" title="Screenshot 2026 06 24 235938" lightAlt="Screenshot 2026 06 24 235938" darkAlt="Screenshot 2026 06 24 235938" className="dark:hidden" width="1608" height="651" data-path="images/Screenshot-2026-06-25-003358.jpeg" />

  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-25-003358-1.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=d12cde1c96fba133baf2f32111fc19c6" alt="Screenshot 2026 06 24 235938" title="Screenshot 2026 06 24 235938" lightAlt="Screenshot 2026 06 24 235938" darkAlt="Screenshot 2026 06 24 235938" className="hidden dark:block" width="1608" height="651" data-path="images/Screenshot-2026-06-25-003358-1.jpeg" />
</Frame>

Click **Install Now**. WordPress will install the plugin in a few seconds.

***

## Step 2: Activate the Plugin

Once installed, click **Activate Plugin**.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/A6Gcn48fmFsnZeXs/images/image-599.png?fit=max&auto=format&n=A6Gcn48fmFsnZeXs&q=85&s=58fa7cd75a2f63ca30a51756c79d35b3" alt="Image" width="955" height="484" data-path="images/image-599.png" />
</Frame>

***

## Step 2: Set Up Your Account

After activation, a setup notice will appear at the top of the Plugins page.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-25-000143.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=1227069fa307fd3f0b1e67f427fc1e9e" alt="Screenshot 2026 06 25 000143" width="1636" height="355" data-path="images/Screenshot-2026-06-25-000143.jpeg" />
</Frame>

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.

<Note>
  Review the Terms & Conditions and Privacy Policy before proceeding.
</Note>

***

## Step 3: Connect WooCommerce

You will be taken to the Cloudify app to connect your WooCommerce store.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-25-000224.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=cec01ddfb609aec64b8b9a8def8f657d" alt="Screenshot 2026 06 25 000224" title="Screenshot 2026 06 25 000224" width="1044" height="568" data-path="images/Screenshot-2026-06-25-000224.jpeg" />
</Frame>

Click **Connect** to begin the WooCommerce authorisation process.

***

## 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

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-25-000313.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=accc31627231675dd50daf56dd725b71" alt="Screenshot 2026 06 25 000313" width="1030" height="829" data-path="images/Screenshot-2026-06-25-000313.jpeg" />
</Frame>

Click **Approve** to grant access.

***

## Step 5: Welcome Screen

You will be directed to the Xero Integration welcome screen.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-25-000428.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=e6f141ef9d358db518667b544f0749d5" alt="Screenshot 2026 06 25 000428" width="1534" height="619" data-path="images/Screenshot-2026-06-25-000428.jpeg" />
</Frame>

Click **Start** to proceed.

***

## Step 6: Connect Xero

Connect your Xero account and select your preferred organisation.

<Frame>
  <img src="https://mintcdn.com/cloudify-c7720744/3Frzbbzb2uveq_Jz/images/Screenshot-2026-06-25-000506.jpeg?fit=max&auto=format&n=3Frzbbzb2uveq_Jz&q=85&s=36f87698d3b55ea4865e3bc70b3f93d3" alt="Screenshot 2026 06 25 000506" width="1381" height="724" data-path="images/Screenshot-2026-06-25-000506.jpeg" />
</Frame>

If you need to change the connected organisation later, click **Change** next to the Preferred Organisation field.

<Tip>
  If you don't have a Xero account, you can create one at [xero.com](https://www.xero.com).
</Tip>

Click **Next** to continue to the Subscription step.
