This is part of the "Getting started with CloudFuse and Xero" guide.
CloudFuse integrations are tailor-made to your business. Our team will work directly with you to craft an integration that suits your needs.
There are three parts to this guide:
Design your integration scope with us
Connect the required API connections so the integration can go live (this step)
How to give Cloudfuse access to your Xero account
In order for Cloudfuse to be able to run your integration successfully, it will need access to your Xero account.
Navigate to API Connections in Cloudfuse
Once you've logged in to Cloudfuse, navigate to the 'API Connections' section of the application.
You will see a list of the API connections that Cloudfuse needs to have active in order for your integration to run. You will need to give Cloudfuse access to all of the applications listed here for your integration to be ready to run.
(This example will focus on connecting your Xero account.)
Click 'Connect to Xero'
To connect your Xero account click on the "Connect to Xero" link on it's tile. You will be asked to sign in to Xero (if you are not already) and then shown Xero's connection approval screen.
Click "Allow access" to connect.
Once Xero is connected successfully, you will be returned to Cloudfuse and you should see that the Xero tile is now active. There will be details listed on what the scope of the connection allows.
Unlike other integration tools, Cloudfuse will ONLY request the specific scope that it needs for the integrations you have access.
Xero is now connected to Cloudfuse
No specific configuration is required, as our team will configure the connection as needed by your Cloudfuse Sync.
Connect any other API Connections that are not yet active
Continue to complete API Connections for the other applications needed for your integration as well. Once you've finished, this will let our team complete our configuration work and testing, and we'll be in touch throughout the rest of the implementation process.