Xero integration

Modified on Sat, 4 May at 6:14 AM

Follow these steps to connect to your Xero Data Source for PrediktAI and use your imported data in any of our dashboards and reports.


Before you begin

To connect, you need:

  • An active Xero instance
  • Access to your organisation's data (Adviser or Standard user role)


Instructions

  1. Connect to your PrediktAI account
  2. Open the Integrations page
  3. Click on the "Add integration button"
  4. Select the Xero integration from the dropdown menu (you can start typing in the field for faster access)
  5. Click on the "Next" button
  6. Review the integration information
  7. Click on the "Next" button
  8. You will be redirected to your Xero account OAUTH screen
    1. Optionally, authenticate with your Xero credentials if you're not already logged in
    2. Optionally, select the organizations you want to sync, and then click Continue with organizations to grant custom app access to the organization data.
  9. Click on the "Next" button
  10. After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.



Important 

  • In case of conflict, data from other data sources will have precedence over the Google Sheet data.

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