Frequently Asked Question

How do we integrate with Xero?

Last Updated 7 years ago

As a first step, please authorise the connection of FormTab to Xero - please do this within the 'My Integrations' tab.

Next, have your IT Team set up your Xero trigger within the Submissions area and click Manage Triggers to set up. Use code provided under the Xero heading here:

Alternatively we may implement this on your behalf. A fixed price quote will then be provided for your approval prior to work proceeding.

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