You will find this import in Essentials -> Update.
XLReporting will read the following information from Xero:
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.
If this is the first time you are importing from Xero, or if you have previously disconnected your companies, follow these steps:
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 previously have already connected to Xero, the process is simpler:
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.
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.