- Admin/owner permissions: Standard or Adviser level rights
- Paid/versioned account: Paid
- Custom field support: N/A
- Partner’s documentation: N/A
The first thing you'll need to do is connect your Xero Account to Zapier. This is a simple process that we'll start for you when making your first Zap, all you do is click "connect your Account":
Then Zapier will ask you to give your Account a name. It doesn't matter what you call it because this is just a handy label for you to recognize it later in case you have multiple Xero accounts or companies to connect:
The next page may ask you to sign into Xero if you haven't already:
Next, Xero will ask you to confirm your intention to connect Xero to Zapier, just select whichever company you'd like to connect and click authorize. You'll be redirected back to Zapier automatically after that.
Finally, your Account is added! We'll automatically test it and ensure everything is good to go. You can now continue to connect your account.