In this article, we will show you how to integrate Xero to MeasureSquare CRM.

MeasureSquare CRM allows you to seamlessly connect your CRM system with Xero, a popular accounting platform. This integration helps streamline your financial workflows by syncing your Quotes, Bids, Invoices, and Purchase Orders between the two systems.

Please follow the steps below:

Step 2: Click on Integrations

Step 3: Locate Xero, and select Install. This will bring you to the Xero Log-in page.

Step 4: Input your login credentials and select Log in

Step 5: The next page will ask you to authorize MeasureSquare CRM to access Xero. Click on Allow Access. 

Step 6: After installing Xero, you can manage additional options by clicking on Manage. 

Step 7: You can configure your sync triggers and settings with the toggle options

Step 8: You can uninstall Xero and connect with a different account by selecting Uninstall.