Setting up the Client Hub integration with Xero only takes a few minutes.
Note: You must be a Client Hub Admin user and have access rights to the client's Xero company.
- From the left navigation Menu, click on Setup & Settings
- In the Advanced section click on Xero Integration
- Select a client workspace from the pull-down menu
- Click the Connect to Xero button
- If you are not logged into your Xero account, the Xero login screen will be displayed, enter your Xero login credentials
- Select the appropriate company name to connect to the workspace.
- You will be prompted to allow Client Hub to view and update your Xero data, to confirm, click the Connect button
- Once the connection is complete you will select the accounts you want to be monitored for new transactions. Each time a supported transaction type is posted to the selected account in Xero, the integration will trigger a Client Task to be created in the workspace.
**TIP:* Use the Uncategorized accounts (income, expense, and asset) or create dedicated accounts in Xero.
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Feb 20, 2024