Connecting Xero
Last updated: October 22, 2024
Adding a Xero Connection
Head into the Settings by clicking on the Settings icon in the bottom left corner in Numeric
On the Integrations settings page, click + Add Account in the General Ledger section and select Xero from the dropdown menu.
In the new Xero login window, enter your Xero credentials and login
Select the Xero organizations you’d like to connect and submit.
Note: You will need to add each Xero organization individually by repeating steps 1 through 4.
🎉 Your GL is now connected, and will be refreshed within each Close period to provide you a live data feed for account reconciliations and flux analysis!
Refreshing your Xero Connection
Numeric automatically refreshes your Xero every few minutes when you're logged into Numeric and using Reconciliation or Flux analysis. However, you can also force a refresh for Xero by clicking on the "Integrations" button at the top of the Reconciliation or Flux pages.
