Integrating with Xero

Connect Xero to Drivetrain quickly—no provisioning or support required.

You can connect your Xero account to Drivetrain in just a few steps. This guide is designed for Xero admins, including those who may not be familiar with Drivetrain. No back-and-forth or user provisioning is required—you can complete the setup on your own.

Prerequisites

Before you begin, make sure you have:

• An active Xero account with Standard or Advisor permissions (Org Admin recommended)

• Your Xero login credentials

• Admin Access to Drivetrain with permission to add data sources

• Access to Multi-Factor Authentication (MFA), if enabled on your Xero account.

You can use either your own Xero account or a shared company account. Make sure you're logged into both Xero and Drivetrain in the same browser window before starting authentication.

Step 1: Start a New Connection in Drivetrain

1. Go to the Data page in Drivetrain.

2. Click + in the top-left corner to connect a data source.

3. Select Xero from the list of available integrations.

4. Click Login to connect →

Step 2: Log In to Xero

1. You’ll be redirected to the Xero login page

2. Sign in using your Xero account credentials

3. If prompted, complete the Multi-Factor Authentication steps

Step 3: Choose the Organization to Connect

If your Xero login is linked to multiple organizations, you’ll be asked to select one

• Choose the organization you want to sync with Drivetrain

• Each organization must be connected separately

Xero treats each company as a separate dataset. To connect multiple companies, you’ll need to create a separate Xero connection for each one in Drivetrain.

Step 4: Complete the Integration

After successfully logging in:

1. You’ll be redirected back to Drivetrain

2. Your Xero connection will appear on the Data page

3. Once the sync completes, your Xero data will be available in Drivetrain

The syncing process continues automatically after authentication.

Troubleshooting

If you encounter issues connecting your account:

• Confirm that you’re using an Org Admin (or equivalent) login.

• Check that your browser allows pop-ups from Drivetrain.

• Ensure MFA codes are entered, if prompted.

Still stuck? We can help.

If you’re unable to connect Xero to Drivetrain after completing the steps above, reach out to your Drivetrain onboarding partner. In most cases, no additional configuration is required.

Include a screenshot or brief description of the error message. We'll help you troubleshoot and guide you through next steps.

Need to Grant Temporary Access?

In rare cases—such as data inconsistencies or bug investigations—your Drivetrain team may request temporary access to your Xero account.

View: Grant temporary access to Xero

This is not required for setup or general connection issues.

FAQs

Where can I check the connection status for Xero?

1. Go to Data page

2. In the Data sources section, the connection status for each data source is displayed

3. If the Xero connection is inactive, an error message is displayed

4. If the Xero connection is active and working fine, a Connected message is displayed

How can I disconnect a Xero instance from Drivetrain?

1. Go to the Data page

2. Click on Xero under the Data sources section

3. Click on the vertical ellipsis on the top right and select Remove

4. Click Delete on the Delete data source warning popup to confirm both disconnection of Xero and deleting all Xero data from Drivetrain

How often does Xero data get synced with Drivetrain?

Xero data is automatically synced every 24 hours

You can also manually sync Xero data. Click on the Resync icon, select the Xero instances you wish to sync and click Sync.

What data does the Xero integration bring into Drivetrain?

The Xero connector automatically syncs the following objects into Drivetrain:

• Chart of Accounts

• Bank Transactions

• Bank Transfers

• Contacts

• Credit Notes

• Invoices

• General Ledger Entries

• Payment Journals

• Manual Journal Entries

• Overpayment Records

• Payment Records

• Prepayment Records