Hello, and welcome to Method. This article is a guide for administrators who are setting up Method:CRM. Usually, this will be the first person who installs Method, but it can be done by any Method user with admin permissions.
In most scenarios, connecting Method to your Xero account is an easy 5-10 minute DIY task. Follow the detailed steps in this article.
Before you get started using Method:
You'll need a Xero account. If you don't have one, you can sign up for a Xero trial.
You must be an administrator on your Xero account.
In this article, you will learn how to
Sign Up For Method
Sign in to your Xero account.
Navigate to the Method's Signup page for Xero.
Xero will ask if you will allow access for Method:CRM for the shown organization. If this is the correct organization, click Allow Access.
Method will create your account. This may take a minute.
Congratulations, you have just added your Method account! Your dashboard will look something like this:
Depending on what your role is in your company, you may have different Apps (the coloured boxes). Each app fulfills a different purpose and by clicking the app, you can manage the data within that app.
Get to Know Method:CRM
In order to understand how Method works, we have a few articles to help you familiarize yourself with the platform. Please go through these articles in order.
The Method:CRM Dashboard: Learn how to navigate Method:CRM and set up your personal preferences.
Information on Method's Sync with Xero: Method has a two-way sync with Xero. Learn the details for this sync.
Contacts in Method vs Contacts in Xero: Learn how contacts are different from Customers in Method.
Create a Lead (Xero): Learn about customers and potential customers by creating a lead within Method.
Create an Activity (Xero): Learn how we keep track of interactions by creating an activity with your new lead.
Create an Estimate (Xero): Learn how to create an estimate in Method.
Create an Invoice from an Estimate (Xero): Learn how to create an invoice from an estimate.
Receive a Payment (Xero): Learn how to enter in a payment for an invoice.