• Go to the ‘Connections’ tab
  • Click on ‘Connect’ next to the Xero icon
  • You will be redirected to login to your Xero account 
  • Select the business you wish to connect to
  • You will be redirected back to the ‘Connections’ page which will now show Xero as ‘Connected’
     
We are currently in beta testing of our Xero integration. If you would like to be involved please drop us an email to contact@capitalontap.com.