How to import data from Xero

Introduction

You will find this import in Essentials -> Update.

XLReporting will read the following information from Xero:

• Company information
• Tracking categories
• Chart of Accounts (account number, account name, account type, and internal account classification)
• Account balances as per the end of the selected period

It is important to note that XLReporting will never write data to your Xero administration. The connection is strictly read-only by design.

In order to connect to Xero, you need valid login credentials in Xero with permissions to share data with other systems.

If you are getting a message such as "Data access denied: 403 Forbidden", it means that either your Xero login credentials are incorrect, or that you do not have the permissions in Xero to share data with other systems. In such a case, check your user permissions in Xero.

First time connection

If this is the first time you are importing from Xero, or if you have previously disconnected your companies, follow these steps:

1. Click on the Connect button. A popup will appear, prompting you to log in to your Xero account. Enter your Xero credentials to proceed and choose your company (administration) in Xero.
2. Select the company and click on Apply. You will be asked to give XLReporting authorization to connect with this Xero Company.
3. In XLReporting, select the company and period for which you want to import the data.
4. Once you've selected the company and period, click the Run button to start the import process.
5. As soon as you authorized access, the import process will begin automatically. Once it has completed, you'll see a message indicating "The import has been completed."

If you don't see a popup window, check these reasons:
1. Your browser may be blocking popups. To resolve this issue, simply click the address bar to allow popups.
2. If your browser is in "full-screen" mode, it may open a separate tab instead of a popup window.

If you are already connected

If you previously have already connected to Xero, the process is simpler:

1. Select the company and period and click the Run button.
2. The import process will start immediately and once it has completed, you'll see a message indicating "The import has been completed."
3. If you want to import another company, simply select the other company and click Run again.

What does XLReporting import?

XLReporting retrieves balances for each company and each combination of account, tracking category 1, and tracking category 2, including the internal classification (the Reporting Code) within Xero. This provides an ideal platform for multi-dimensional reporting and analysis.

Conclusion

These simple steps will import your balances from Xero into XLReporting. This process ensures that your financial data remains up-to-date, accurate, and easily accessible.

If you want to get more out of your Xero data, you can! Our import connectors can access all information available in Xero. Contact us and ask about the possibilities. Or read our documentation about integrations and connectors.