We highly recommend using the Xero demo account to test your own account settings and to better understand the Deal Map integration and system behaviors.


To create and connect a demo account to Deal Map:


1. Make a demo account with Xero following the instructions on their website: https://central.xero.com/s/article/Use-the-demo-company


2. Link the demo account to your Deal Map account in External System Settings: https://app.dealmap.com/external-system-settings


Once the accounts are connected, you can learn how to create and bulk-upload your testing, demo, or production data here.