1. Help Center
  2. Xero Integration

Getting started with Xero and CollBox

How to get started with the integration between CollBox and Xero

To use CollBox with your Xero account, start by registering for a CollBox account with an email address and password:

Screen Shot 2018-03-15 at 6.09.46 PM

The app will guide you through the setup process step by step:

Screen Shot 2018-03-15 at 6.12.19 PM

When you get to the Integrations page, click the Connect to Xero button:

Screen Shot 2018-03-15 at 6.14.49 PM

You'll now be redirected to Xero to authorize the connection to your accounting data. If you're not logged in to Xero, you'll need to login in first. Then simply follow the steps on screen:

Screen Shot 2018-03-15 at 6.18.31 PM

You're all set! At this point you're ready to place your first past due invoices.