Xero is a cloud-based accounting software that allows you to run your business from wherever you are. With Glances, you can see contact data as well as quotes and invoices. In our My Daily Glances view, keep tabs on your upcoming invoices in one simple location that's displayed within any app or webpage you're viewing.
To connect Xero:
- Navigate to My Apps within your Glances dashboard and click the app's gear icon. (If you don't see the app you need, you can add it.)
- Click + to add a Team or Personal Connection.
- Enter your Xero login credentials.
- Click Log In.
Once connected, you can search for Xero data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.