Xero
Articles on Method's integration with Xero accounting software.
9 articles
Getting Started with Method and XeroHow to sign up for Method with your Xero account.
Information on Method's Sync with XeroWhat Method syncs with Xero and the limitations.
Contacts in Method vs Contacts in XeroHow Method handles contacts, customers, and suppliers from Xero.
Create a Lead (Xero)For Xero users, learn how to create a lead in Method:CRM.
Create an Activity (Xero)Create an activity with a contact.
Create an Estimate (Xero)To help you learn Method, let's create a Quote for those on Xero
Create an Invoice from an Estimate (Xero)For Xero account users, how to create an estimate into an invoice in Method.
Receive a Payment (Xero)Pay an invoice in Method.
Supported Tables for XeroWhat tables sync and do not sync between Xero and Method?