Setting up your integration with Xero HQ

To connect Xero HQ with SuiteFiles you will need to:

  • Go to the management portal -,
  • Log in using your SuiteFiles Site URL, and the Admin's Office 365 email address and password,

  • Once logged in to the management portal, click on the "CRM Connections" link,
  • Click the "connect" button underneath XERO HQ,

  • If you aren't signed in to Xero you'll need to do this in the window which pops up,
  • Click "Allow access",

  • The window will authenticate and you should see a token appear next to "Using token"

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