Connecting Cloud Depot to Xero

Make sure you have:

Standard or Adviser user access to Xero: You must have the authority to authorize third-party applications within your target Xero organization.

Please review the headings below that match what you would like to complete today.

1. New Connection To Xero
2. Reconnect Existing Connection
3. Disconnect Xero from Cloud Depot

1.Navigate to Plugins > Integrations > Xero > Connection Settings

Select Connect to Xero

From the dropdown list provided by Xero (if you have more than one Xero Organization) select the Organization that you wish to connect to Cloud Depot

Then select the Allow access button

You will be redirect back to Cloud Depot, please check the connected Xero organization matches your Cloud Depot organization.

Reconnecting to Xero if your connection between Cloud Depot and Xero has been broken.

1. Navigate to the Xero page under the Integrations > Xero > Connection Settings menu.

2. Click the Reconnect to Xero button to begin the connection

3. Select the drop down and ensure your company is included in the already connected section at the bottom of the list.

Then select Continue with [x] organisation[s] button

Navigate to the Xero page under the Integrations > Xero > Connection Settings menu.

Select 'Disconnect Xero from Cloud Depot'

This article explains how to connect Xero to Cloud Depot