To setup Xero, follow the steps below.
- To begin, access your Organization Settings area by clicking on your avatar at the top right of the screen on the blue Top Bar.
- Select Organization Settings.
- Within the Organization Settings area, click the Integrations tab
- Under Xero, click the Connect button to connect to your Xero account.
- Login with your Xero username and password.
- Authorize Fuseboard to access your data.
- Once you’ve setup Xero, you can import your companies and contacts.