Connecting to Xero Follow

Connecting your Xero account to Cubit will let you import Xero Codes to Cubit, map existing
Codes to Xero, export to a Purcahse Order or export to an Invoice.

You can only connect to a single Xero account at any one time.

You can connect to Xero from Cubit Options.

 

To connect Xero to Cubit:

1. From the Job Manager or an open Job or Price List, click the Application button.

2. Click Options from the bottom right corner of the Application menu.

3. Cubit Options window will open.

4. Select the Integrations tab.

Fig 1. Connect to Xero

 

5. Click Connect from the Xero group.

6. An Authentication window will open.

7. Enter the Email and Password for your Xero account, then click Login.

 

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