Setting up Xero Integration

How to get set up

To get set up, you need to head to the Cradle admin site and select the Integrations tab. Once there, you can connect Xero to Cradle. 

  1. Click Connect to Xero
  2. Sign into Xero, and choose your Xero Organisation 
  3. Click Allow Access
  4. Xero will redirect you back to Cradle, and your integration will now be set up. 

You will need to be an administrator in Cradle and a Standard User (role) or higher within Xero.