Learn how to connect your Xero accounting account to enable data exports with CountingKit.
Connecting your Xero account allows you to export valuable accounting data to Google Sheets for analysis, reporting, and business intelligence. This integration enables you to track invoices, contacts, payments, bank transactions, and financial reports automatically.
Before connecting your Xero account, make sure you have:
Follow these steps to connect your Xero account:
From your dashboard, go to the "Connections" section and select "Xero" or click the "Connect" button if you haven't connected any Xero accounts yet.
Click the "Connect Xero Account" button to begin the authorization process.
You'll be redirected to Xero to authorize the connection. If you have access to multiple Xero organizations, you'll be asked to select which organization you want to connect.
Review the requested permissions and click "Allow access" to proceed. You may need to log in to your Xero account if you're not already logged in.
After authorization, you'll be redirected back to our platform where you'll see a confirmation that your Xero organization has been successfully connected.
The connection process requires admin or advisor permissions for your Xero organization. If you don't have the necessary access, you'll need to ask an administrator to complete this process.
When connecting your Xero account, you'll be asked to grant specific permissions. Here's what each permission allows us to do:
| Permission | What it allows | Why it's needed |
|---|---|---|
| Read accounting data | Access your accounting transactions and records | To export invoices, bills, payments, and bank transactions |
| Read contacts | Access your customer and supplier information | To export contact details and relationship data |
| Read reports | Access your financial reports | To export Profit & Loss, Balance Sheet, and other financial reports |
| Read organization data | Access your organization information | To identify which Xero organization the data belongs to |
We only request read-only access to your Xero data. Our integration cannot modify your accounting records, create transactions, or make any changes to your Xero organization.
After connecting your Xero account, you can manage your connection from the Xero Integration dashboard:
The Xero Integration dashboard shows important information about your connected organization:
If you have access to multiple Xero organizations, you can connect each one separately:
Each organization will appear as a separate connection, allowing you to export data from multiple Xero organizations.
If you encounter connection issues or need to refresh your authorization, you can reconnect your Xero organization:
Reconnecting is useful if you've changed permissions in Xero or if your connection is experiencing issues.
To disconnect your Xero organization from the integration:
Disconnecting your Xero organization will delete all connected Xero services and any configured exporters. This action cannot be undone.
If you encounter issues during the authorization process:
Xero access tokens can expire. If your connection shows as expired:
If some of your Xero organizations aren't appearing:
After successfully connecting your Xero account, you can:
