--- title: Connecting Xero to integrateCRM description: This is a guide on how to connect xero accounting software to integrate. --- [Skip to content](https://knowledgehub.endtoendit.com/knowledgebase/how-to-connect-xero-to-integrate#main-content) [![integrate knowledge base](https://knowledgehub.endtoendit.com/hs-fs/hubfs/integrate%20knowledge%20base.jpg?width=386&height=34&name=integrate%20knowledge%20base.jpg)](https://knowledgehub.endtoendit.com/knowledgebase?hsLang=en) Open main navigation Close main navigation - [endtoendit.com](https://endtoendit.com/) [endtoendit.com](https://endtoendit.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [integrate Support Team Knowledge Base](https://knowledgehub.endtoendit.com/knowledgebase?hsLang=en) 2. [integrateCRM Module](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en) 3. [Integrations](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#integrations) # Connecting Xero to integrateCRM ## Find out how to link integrateCRM with Xero to generate draft invoices from quotes and orders. ### **Key Points: Connecting Xero to integrateCRM** **1. Navigate to Xero** Open a browser tab to access the Xero development page, navigate to **https://developer.xero.com/myapps/**. Click **new app** in the top-right corner. ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Dec-05-2024-12-04-52-4370-PM.png?width=69&height=27&name=image-png-Dec-05-2024-12-04-52-4370-PM.png)   **2. Create the app** After clicking **new app**, a form appears: **a. App name -** The name of the application which Xero is connecting to, for example, **integrate** **b. Integration type** - Select the web app option **c. Company or application URL** - This is the URL of your integrate application (e.g. https://demo.integratejs.co.uk/) **d. Redirect URL** - The URL for theaccounting system tab within the integrate application (e.g. https://demo.integratejs.co.uk/Settings/SystemManagement/AccountingSystem) **e. Terms & Conditions** - Tick to agree to Xero's terms of service Once all fields are completed, click **create app** at the bottom of the form. ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Jan-05-2026-02-18-26-8936-PM.png?width=400&height=945&name=image-png-Jan-05-2026-02-18-26-8936-PM.png)   **3. Generate client secret** Navigate to the configuration tab on the left of the newly created app. Click **generate a secret** to create the client secret. ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Dec-05-2024-12-32-16-2706-PM.png?width=385&height=396&name=image-png-Dec-05-2024-12-32-16-2706-PM.png) **4. Record client secret and ID** After generating the secret, copy and paste it to a secure location, such as a text file in Notepad. Repeat with the client ID above. **5. Confirm client secret and ID values** Email the client secret and client ID to **support@endtoendit.com**, wait for confirmation both have been entered into the system. **6. Obtain Xero access token** In integrate, click your name in the top-right, then go to s**ettings \> system management \> accounting system**. Click a**uthorize & obtain new Xero access token**. ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Dec-05-2024-12-58-06-3713-PM.png?width=527&height=234&name=image-png-Dec-05-2024-12-58-06-3713-PM.png) If prompted, log in to your Xero account. On the access page, select the organisation corresponding to the relevant business. Click **continue.** ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Dec-05-2024-01-13-22-2756-PM.png?width=303&height=598&name=image-png-Dec-05-2024-01-13-22-2756-PM.png) If a new user, and the Xero message **"You have no organization setup"** is seen, click the link for organisation settings to configure an organisation within Xero for your business. ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Jan-05-2026-02-25-27-5286-PM.png?width=370&height=483&name=image-png-Jan-05-2026-02-25-27-5286-PM.png) **7. Pick tenant i**ntegrate will display a dropdown to select the tenant. Choose the correct Xero organisation and click **pick tenant.** ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Dec-05-2024-01-14-17-5158-PM.png?width=514&height=212&name=image-png-Dec-05-2024-01-14-17-5158-PM.png) **8. Verify connection** Click the **check connection** button to verify the connection between integrate and Xero.  ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Dec-05-2024-01-17-45-3775-PM.png?width=521&height=218&name=image-png-Dec-05-2024-01-17-45-3775-PM.png) **9. Connection established** A successful connection displays **connection attempt successful**. ![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Dec-05-2024-01-59-36-4136-PM.png?width=524&height=252&name=image-png-Dec-05-2024-01-59-36-4136-PM.png) - [integrateCRM Module](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#main-content) - [Leads & Prospects](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#leads-prospects) - [Emails & Templates](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#emails-templates) - [Tasks, Appointments & Reminders](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#tasks-appointments-reminders) - [Quotes & Orders](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#quotes-orders) - [Reports & Insights](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#reports-insights) - [Documents & InfoHub](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#documents-infohub) - [Integrations](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#integrations) - [Holiday Planner](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#holiday-planner) - [Setup, Configuration & Tips](https://knowledgehub.endtoendit.com/knowledgebase/integratecrm-module?hsLang=en#setup-configuration-tips) - [integrateDrawingBoard](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#main-content) - [Getting Started with Quotes & Orders](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#getting-started-with-quotes-orders) - [Navigating & Using integrateDRAWINGBOARD](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#navigating-using-integratedrawingboard) - [Drawing Templates & Customisation](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#drawing-templates-customisation) - [Window Configuration](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#window-configuration) - [Door Configuration](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#door-configuration) - [Transoms & Mullions](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#transoms-mullions) - [Glazing & Glazing Bars](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#glazing-glazing-bars) - [Hardware & Ironmongery](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#hardware-ironmongery) - [Components & Parts](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#components-parts) - [Surveying & Production Outputs](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#surveying-production-outputs) - [Price Files & Pricing Rules](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#price-files-pricing-rules) - [Operational & System Settings](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#operational-system-settings) - [Additional Features & Tools](https://knowledgehub.endtoendit.com/knowledgebase/integratedrawingboard?hsLang=en#additional-features-tools) - [integratePRO Module](https://knowledgehub.endtoendit.com/knowledgebase/integratepro-module?hsLang=en#main-content) - [Production Scheduling & Tracking](https://knowledgehub.endtoendit.com/knowledgebase/integratepro-module?hsLang=en#production-scheduling-tracking) - [Setup and Configuration](https://knowledgehub.endtoendit.com/knowledgebase/integratepro-module?hsLang=en#setup-and-configuration) - [integrateFIT Module](https://knowledgehub.endtoendit.com/knowledgebase/integratefit-module?hsLang=en#main-content) - [Getting Started](https://knowledgehub.endtoendit.com/knowledgebase/integratefit-module?hsLang=en#getting-started) - [Remedials](https://knowledgehub.endtoendit.com/knowledgebase/integratefit-module?hsLang=en#remedials) - [Installation Process](https://knowledgehub.endtoendit.com/knowledgebase/integratefit-module?hsLang=en#installation-process) - [Technical Support](https://knowledgehub.endtoendit.com/knowledgebase/technical-support?hsLang=en#main-content) - [integrate Integrations](https://knowledgehub.endtoendit.com/knowledgebase/technical-support?hsLang=en#integrate-integrations) - [Technical TroubleShooting](https://knowledgehub.endtoendit.com/knowledgebase/technical-support?hsLang=en#technical-troubleshooting) - [Support FAQs](https://knowledgehub.endtoendit.com/knowledgebase/support-faqs?hsLang=en#main-content) - [User Access & Login Issues](https://knowledgehub.endtoendit.com/knowledgebase/support-faqs?hsLang=en#user-access-login-issues) - [Troubleshooting Common Issues](https://knowledgehub.endtoendit.com/knowledgebase/support-faqs?hsLang=en#troubleshooting-common-issues) - [Support Frequently Asked Questions](https://knowledgehub.endtoendit.com/knowledgebase/support-faqs?hsLang=en#support-frequently-asked-questions) [![Chill listening crop-3](https://knowledgehub.endtoendit.com/hs-fs/hubfs/Master%20e%20graphic%20cropped-01-1.png?width=55&height=55&name=Master%20e%20graphic%20cropped-01-1.png "Chill listening crop-3")](https://knowledgehub.endtoendit.com/?hsLang=en) endtoendit.com Help Center Copyright © 2026, EndtoEnd IT Limited