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:
The app will guide you through the setup process step by step:
When you get to the Integrations page, click the Connect to Xero button:
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:
You're all set! At this point you're ready to place your first past due invoices.