Xero

Step 1: Click on the Organisation Menu in the Top Left

Go to your Xero account and click on the organisation menu in the top left corner. This is marked by your company name.

Step 2: Click on “Settings” in the Organisation Menu

In the dropdown menu that appears, select “Settings”.

Step 3: Click “Users”

On the Settings page, find and click on the “Users” option.

Step 4: Click “Invite a User”

Click the “Invite a User” button to create a new user for the integration.

Step 5: Fill in the User Details

Enter the user details for the integration:

You can name the user whatever you’d like (e.g., “Demandly Integration”)

The email MUST be: integrations@demandly.com

Step 6: Go Back to Demandly and Fill in the “Tenant Name”

Return to the Demandly tab and enter your organisation name exactly as it appears in Xero in the “Tenant Name” field.

Click “Connect”

Step 7: Click “Allow Access”

You’ll be redirected to a Xero authorization page. Click the “Allow Access” button to grant Demandly permission to connect with your Xero account.

Step 8: Close the “Authorisation Complete” Window

Once authorization is successful, close the “Authorisation completely successfully” window that appears.

Step 9: Click “Finish” in the Modal

Return to the Demandly integration modal and click the “Finish” button.

Step 10: Verify Your Integration

You’ll now see a confirmation screen showing your Xero integration status as “Running”. This confirms everything is working properly. Close this window by clicking the X in the top right corner to return to your integrations page.

That’s it! Your Demandly account is now successfully connected to your Xero account.

If you need to make changes to this integration later, you can return to the integrations page and reconfigure or deactivate it as needed.

Need Help?

If you’re experiencing issues with your integration:

• Contact our support team at support@demandly.com