Xero
Cin7 Core
Real Estate
EquifaxInstalling TwoCanConnect from the AppExchange
Installing TwoCanConnect for Xero takes a couple of minutes and no developer. You install it from the Salesforce AppExchange like any other managed package, then run the guided setup wizard.
You'll need a Salesforce org on Professional Edition or above, and permission to install managed packages (a System Administrator profile, or the "Download AppExchange Packages" permission). If you plan to automate with Flow, the Flow elements need Enterprise Edition or above.
Install from the AppExchange
- Open the TwoCanConnect for Xero listing on the AppExchange and choose Get It Now.
- Pick where to install — your Production org or a Sandbox. Trials don't need payment details.
- Choose Install for Admins Only, then approve the third-party access prompt for Xero.
Installing for admins only is deliberate. It puts the package in your hands first, so you can connect Xero and get the settings right before anyone else sees it — then grant access with the permission set when you're ready. Installing for all users makes it visible to everyone the moment it lands, half-configured.
Access costs nothing either way: every plan includes unlimited users, and the package's permission sets are licenceless. See Permission sets and user access.
Run the setup wizard
When the package finishes installing, open the App Launcher and search for TwoCanConnect for Xero. The first time you open it, the guided wizard walks you through connecting Xero and choosing what to sync.