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Xero Data Connection Setup

Setting up a Xero connection should only take 5-10 minutes.

There may be fees associated with setting up a new data connection. Please contact your account team to confirm pricing.

Pre-Implementation

To connect you will need full administrator access to Xero, with the ability to setup users and role permissions.

Implementation

1. Connect to Xero

Go to BUCS Customer Portal > Connection Management > Connection Hub. Locate or search for the Xero connector and click Connect..

 

 

2. Name Connection

Enter a Name for your connection on the first page of the connection wizard and then click Connect. The connection name should be descriptive and specific to the connection you want to establish. 

 

3. Login to Xero 

Next, you will be directed to the Xero login page. Enter your credentials and click Log in.  

You will need to have Xero Administrator access in order to establish the connection.

4. Authorize the Connection

If you have access to multiple companies in Xero, use the drop down field to select the companies BUCS Analytics can access and click Allow access.

 

5. Connection Established

If the connection was established successfully you will see a Connection Established message and data from Xero will continuously sync to BUCS. If the connection was not successful, you will be asked to try again.

NOTE: If you don't see your Xero data appear in the BUCS platform in 24 hours, please contact your account team.