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6.2. Authentication with Xero

For security reasons, Xero is required to authenticate the connection between RubiCRM and Xero every 30 days.

• Only users with the Standard or Adviser role in an organisation can connect third-party apps.
• Users with roles like Invoice Only, Read Only, or Cashbook Client cannot authorise API connections.

When creating a Xero account, you will be asked to set up multi-factor authentication (MFA). You can either use Xero's own Xero Verify app or use an authenticator app of your choice, such as Microsoft Authenticator, Google Authenticator, Authy etc.

When Xero requires you to authenticate the connection between RubiCRM and Xero every 30 days, you will be required to log in using your email address and password for Xero, accompanied by your authenticator code provided by your authenticator app.

If you are required to authenticate the connection, you will be presented with a new tab to log in to Xero, as shown below: