Getting Set Up

Connect QuickBooks or Xero, create your Method:CRM account, and get your Templates applications installed. This guide walks you through every step from signup to customization.

Not sure which apps you need? Browse first.

Take a look at the prebuilt Templates applications before you continue. And if you don't see exactly what your business needs, new apps can be created quickly.

Browse Applications

1. See What's Right For You!

A demo is a quickest way to see if our software is the right fit for you. Have questions answered in real time by a real agent.

2. Connect Your Accounting Platform

Templates is a collection of applications built on Method:CRM. This software requires a live connection to your accounting system. Method:CRM supports both QuickBooks and Xero. Choose your platform below to follow the setup steps.

QuickBooks Setup

Connect your QuickBooks Online account to Method:CRM in minutes.

  • • Sign into QuickBooks Online
  • • Approve Method:CRM as a connected app
  • • Sync customers, invoices, payments, and items
QuickBooks Website →

Xero Setup

Connect your Xero organization to Method:CRM for real‑time syncing.

  • • Sign into Xero
  • • Approve Method:CRM as an integration
  • • Sync contacts, invoices, payments, and items
Xero Website →

3. Set Up Method:CRM

Once your accounting platform is connected, Method:CRM becomes the central hub for your data, automations, and Templates applications.

Start Here — Create Your Method:CRM Account

To use Templates Applications, you’ll need a Method:CRM account connected to your accounting platform. Use the link below to sign up — and it ensures you receive the correct setup, onboarding, and access to our custom applications.

Create Your Method:CRM Account

Method:CRM Setup Steps

  • • Complete your Method:CRM onboarding wizard
  • • Ensure your QuickBooks/Xero sync is running
  • • Invite team members if needed
  • • Confirm your tables and lists have synced successfully
Method:CRM Documentation →

4. Install Your Templates Applications

After your Method:CRM account is created, a short form will help us determine what applications are needed for your business. We will then install the Templates applications directly into your Method environment. This includes:

  • • Core Templates modules
  • • Custom screens and workflows
  • • API integrations*
  • • Optional add‑ons depending on your business needs

Tell us about your business

Fill in the form below and we'll be in touch to confirm which applications to install.

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Once installed, you’ll receive a guided walkthrough and at request access to a sandbox environment for testing. *API integrations may require additional setup or credentials depending on the platforms being connected.

5. Customization & Final Setup

Once you’ve explored the software and tested your sandbox environment, we’ll schedule a customization session to tailor Templates to your workflows. This may include:

  • • Custom screens and layouts
  • • Workflow automations
  • • API integrations
  • • Role‑based permissions
  • • Additional modules or features