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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. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

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