Connecting to Xero in Cubit Estimating

Connecting your Xero account to Cubit Estimating will let you import Xero Codes to Cubit Estimating, map existing
Codes to Xero, export to a Purchase 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 Estimating Options.

To connect Xero to Cubit Estimating:

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 Estimating 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.