There are two ways to connect Xero to Garfield: from the sign-up page if you're brand new, or from the Settings > Accounting tab if you already have a Garfield account.
Connecting Xero from sign-up
If you found Garfield through the Xero App Store, you can use Xero to create your account:
- Go to the Xero sign-up page
- You'll be redirected to Xero to log in
- Choose the Xero organisation you want to connect
- Approve the requested permissions
- You'll be sent back to Garfield with your account ready to go
If you're already logged in to Xero in your browser, you'll be connected to that account automatically. To use a different Xero organisation, log out of Xero on Xero's website first.
Connecting Xero from Settings
If you already have a Garfield account, connect Xero from your settings:
- Go to Settings > Accounting
- Find Xero in the list of accounting platforms
- Click Connect
- You'll be redirected to Xero to log in
- Choose the organisation and approve the permissions
- You'll return to Garfield with Xero connected
You can also connect Xero from inside a claim. When you're creating a claim, click Connect to accounting software for this claim to import invoices for that specific claim.
What permissions does Garfield request?
Garfield asks Xero for read-only access to:
- Your invoices
- Your contacts
- Your basic profile (name and email)
We never write to your Xero account. We can't create, change, or delete invoices, payments, contacts, or anything else in Xero.
What happens after I connect?
Once connected, you can import unpaid invoices from Xero directly into a Garfield claim. Pick the invoices you want to recover, and Garfield pulls in the customer details and amounts owed automatically.
Need more help?
If you have any questions about the Xero integration that aren't covered here, email us at support@garfield.law and we'll get back to you within one business day.