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How to connect Legrand Cloud CRM with Xero

Click on the settings icon and select ‘Accounting Link’.

Click the ‘Accounting Application’ drop-down and select ‘Xero’. Click ‘Save’ then select ‘Connect to XERO’.

Legrand Cloud CRM will direct you to a new tab prompting you for your Xero Login Details. Enter your Xero account login details to sign in and verify the connection. 

Click ‘Allow Access’.

Congratulations! Legrand Cloud CRM and Xero are now connected! You can now proceed to set up your sync settings and transfer data from Xero into Legrand Cloud CRM.

Updated on 12 June 2024
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