Connect with Xero
1 min
With Breadwinner for Xero now installed, click the Breadwinner tab (with Xero logo) to access the Setup page, where you will perform the initial setup tasks. Clicking Connect to Xero will show available Xero orgs to connect.
Setup page before connecting Xero org
After clicking the link, you'll be redirected to a screen where you can select the Xero org to connect with Breadwinner. Once the org is selected, click the ‘Allow access’ button.
Xero org selection page
After connecting to the Xero org, you'll be redirected back to Salesforce and see that Xero is successfully connected.
Setup page after connecting Xero org
As soon as the connection is made, Breadwinner will import data from Xero. Depending on the volume of data, it may take a while to retrieve this information.