Table of contents 

• Pre - integration requirements
• Connecting to XPM
• Logging in to WorkXFlow Planner with XPM
• Using WorkXFlow Planner with XPM
• Disconnecting and reconnecting to XPM
• FAQ

Follow the steps below to login to WorkXFlow with your XERO account.

1. In your browser, navigate to https://planner.workxflow.com/
2. Click the “Sign in with Xero” button.

3. You will be re-directed to the XERO login page where you can enter your XERO username and password.

NOTE – You may be required to follow XERO’s 2FA authentication processes.


4. Follow the XERO pages to allow access to the XERO account and click the “Allow access” button.

5. You will then be logged in to WorkXFlow Planner.