Getting Started
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 breadwinner for xero setup page 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 breadwinner for xero xero org selection page after connecting to the xero org, you'll be redirected back to salesforce and see that xero is successfully connected breadwinner for xero setup 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