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How do I install the Xero extension?

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You must install the Xero extension from the Extension Store to use it in the CRM. To access the Extension Store, you must be an Admin user.
Follow these steps to install Xero:
  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Look for the Extensions section.
  5. Click Extension Store.
  6. Search for Xero using the search bar.
  7. Click Install
  8. Click Yes to confirm.
The extension is installed, and you can find it under the Sync option in different modules.
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