Getting Started With Xero

  • Go to 'Customers' → 'Integrate with External Service'
  • Select 'Xero Settings'
  • Click 'Connect to Xero' and you will be taken to a secure Xero page to login
  • Select the Xero organisation to associate with Client Heartbeat. You will then be redirected back to Client Heartbeat.
  • Choose to sit back, relax, and automate the survey process for your recently invoiced customers, or manually select who and when to send surveys.
  • Review the contacts that have just been imported, and make any changes before move on to configuring your surveys.