All Collections
Xero Integration
Setting up the Xero integration
Setting up the Xero integration
Zack Pennington avatar
Written by Zack Pennington
Updated over a week ago
  • Xero integration access, setup, and details can be accessed via the following avenues:

    • Assumptions or financials tab → Look for the word “Integrations” along the right-hand side of the page

    • Settings bubble in the top right corner → Click to access the drop-down → Integrations

  • To initiate an Integration, select “Add Data Source”

  • Select the accounting platform you would like to establish a connection with (Xero).

  • From here a modal will appear and you will be prompted to provide your Xero login details

    • Consent and Allow access

    • Confirm your company

  • Please allow up to 15 minutes for the data to sync

Did this answer your question?