Connecting Donorfy to Xero

To connect your Donorfy to your Xero, you will need Admin level access in Donorfy, and a login to your Xero account.

Go to Settings | Configuration and find Xero Settings:

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Click on Connect to Xero and enter your Xero credentials. If you have access to more than one organisation in Xero you will need to select one.

That's it - you are now ready to configure your integration.

NOTE - you can also disconnect from Xero in the same place. Your configuration (defaults, mappings etc) will be retained so that if you re-connect you will not need to enter them again.

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