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.

1. See Whats 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

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