Integrating with Xero [OLD]

Prerequisites

Dataflow Diagram

Xero Setup

Add New User to your Organisation

Drivetrain Setup

Step 1 : Login into your Drivetrain Account

Step 2: Grant the Relevant Permissions

Step 3: Complete the Integration

FAQs

Prerequisites

To connect Xero to Drivetrain, you need:

• An active Xero admin account

• Admin privileges in Drivetrain

Xero Setup

Add New User to your Organisation

1. Using an account with admin privileges, click on the Organisation Name, go to Settings ⚙

1. Once you click on Settings, Click on Users

Please note it's free of charge to add users, including your accountant, to your organisation.

1. Once you click on Users, click on Invite a user

1. Once you click on Invite a User, You have to add the first name, last name and email address of the user. The email address you send the invite to will be the user’s login email address

Please note you can use first name as “Drivetrain” and last name as “Integration” and for email address, please contact your customer success manager.

1. Select the below mentioned permissions for the user, you can read more about the permissions here

1. (Optional) Click Add a message, then enter an email message. You can include a link to our support article on how to accept or decline a Xero invite

2. Click Send invite

Please inform your CSM if you have added drivetrain integration as user, as the new user must accept the invite in 14 days, or the link will no longer work.

Drivetrain Setup

Step 1 : Login into your Drivetrain Account

1. Go to data page, and click on + New Data Source

1. Click +Connect on the Xero Data Connector from the list of integrations and click on Login to connect

1. You will be redirected to the Xero login page.

2. If you're not signed into Xero, do that now. If you are already signed in, simply select the account from which you want to import the data.

1. Once you login into the Xero account, click on Allow access

Step 2: Grant the Relevant Permissions

This is only applicable if your Xero account has more than one company

1. Select the company you want to connect to Drivetrain

Xero treats each company's data as an individual dataset. If you want to connect multiple companies, you will have to make a separate connection for each one.

Step 3: Complete the Integration

1. You will be redirected back to the Drivetrain. Please wait until drivetrain starts fetching data from Xero.

1. Your Xero connection will start showing up on the Data page. Once the sync is complete, you will be able to see your Xero data on Drivetrain!

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

1. 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.

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