Articles on: Getting Started Guide

Connecting to Xero

To do this, simply select "Connect to Xero".

From here, simply enter your Xero login details, or if you don't have a Xero account, simply select "Try Xero for Free". 

You'll then be directed to a page, where you grant permission for to access your Xero account.

Once you have completed this step, you will be directed back to main dashboard. Easy!

Once connected, will have access to your Xero data as shown in the data flow diagram: View Data Flow Diagram

Updated on: 20/09/2022

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