Connect to Xero

1. Click Insert in the upper right of your Coda Doc

2. Search for “Xero” and select “Xero by Amir Banihashemi”

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3. A new window will pop-up and we can click “Add to doc”

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4. Since this is our first time we want to select “Add New Account”

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You can always add the Xero Demo Company to test out feature with out impacting your organization

You can connect multiple Xero organizations

5. We are taken to the Xero Login Page where we enter our credentials

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6. Next, we need to give Xero Pack permission to integrate with our Xero organization. ​

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7. Finally, the last two pop-ups will ask who can view Xero data and who can edit the Xero data.

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9. Congratulations 🚀 We can now access all the wonderful building blocks Xero Pack has to offer. Any time we need a new building block we can go to “Insert” or access them via the “/” command on a the canvas. ​

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