Five steps. Sign up. Connect ConnectWise via API credentials. Connect Xero via OAuth. Map your data (locations, accounts, tracking categories). Run a dry-run cycle, then flip to live. Most MSPs run their first live cycle the same hour.
AU-hosted tenant. No credit card.
Public + private API keys, member ID, company URL
OAuth-2 with accounting + invoicing scopes
Locations to Xero orgs, accounts, tracking categories
Audit log shows what would post; flip to live when happy
Three things, gathered before you start. The setup walkthrough shows you how to create each one in ConnectWise and Xero. Allow about ten minutes to prepare; the actual setup work is fifteen to twenty minutes after that.
Dedicated integration member with public + private API keys. Scoped to invoice, procurement, payment, and credit-note read/write. The walkthrough shows exactly which permissions.
Permission to grant OAuth-2 access on your Xero organisation(s). Standard Xero admin role covers this.
If you have many locations, accounts, or tracking categories, prepare a CSV. The mapping panel will bulk-import. For small mappings the in-product UI is faster than CSV.
AU support is on chat from the dashboard during business hours, Adelaide time. Or browse the FAQ, most setup blockers are covered there.
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