Setup and Administration
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.
- Click Connect to Xero
- Sign into Xero, and choose your Xero Organisation (you can only connect one at this point in time).
- Click Allow Access.
- 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.