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How to integrate Xero with Plecto

  1. Go to Data management > Data sources+ New data source > Xero.

  2. Click Next and log in to your Xero account.

  3. Click Allow access to give Plecto read access to your data.

  4. Choose the data types you want to import to Plecto.

  5. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  6. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source and list it under Data management > Data sources. Currently, you can import the following data from your Xero account to Plecto:

  • Account

  • Bank Transaction

  • Bank Transfer

  • Contact

  • Credit Note

  • Invoice

  • Invoice Line Items

  • Item

  • Journal

  • Payment

  • Purchase Order