Link Notud + Xero in 3 steps
Step 2: Allow access to your Xero Contacts
Click 'Allow access' when prompted by Xero. There will be two notifications, one is for User account information, and the other is for Organisation data and User account information.
PLEASE NOTE, Notud will not be able to access any financial data.
Step 3: Link Contacts
Click 'Xero Custom Contact Links'.
Start using Notud by going to the 'Xero Contacts Setup' page you have open and click 'Let's Launch Notud!'. You will see all of your Contacts from Xero are now in here and you can start note-taking for clients, or general note taking by clicking 'Private Note'.
Happy note taking!