Xero Integration with MeasureSquare CRM

Xero Integration with MeasureSquare CRM

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 1: Go to ⚙️Settings
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. 
Info
After clicking, you will get an "Authorization Successful" message 




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. 





For any further questions, please reach out to our Support team
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3

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