Xero Setup Guide

Follow our setup guide to connect Xero to Fivetran.

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Prerequisites

To connect Xero to Fivetran, you need:

• Access to your Xero account
• Your Xero account must have an Adviser or Standard user role

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In Fivetran

1. In the top right corner of your Fivetran Dashboard, click + Connector.
2. Select the Xero connector to launch the setup form.
3. Enter the Destination schema name of your choice.
4. Click Authorize to authenticate Fivetran's access. You will be redirected to your Xero account.

In Xero

1. Log in to your Xero account.
2. Select the organizations that you want to sync using the drop-down menu.

   Note: Fivetran cannot connect a single organization to multiple connectors. If you've already connected an organization to Fivetran, you will not be able to select it again.

3. Click Continue with organizations to grant Fivetran access to the organization data.

In Fivetran

1. Select the organizations from the drop down list in the Organization field.
2. Click Save & Test. Fivetran will take it from here and sync your data from your Xero account.