Xero Setup Guide

This document describes the basic setup of the Xero data source.

1. Click Data Sources in the navigation menu.
2. Click the Add Data Source button.
3. Search for and select Xero.
4. To connect your account, click on the Login button and follow Xero's authentication process.
   1. During the Xero authentication you will need to select the organizations you wish to connect to Panoply.
5. Select the resources to collect from the Data Available.
6. Click Save Changes and then click Collect.
   • The data source appears grayed out while the collection runs.
   • You may add additional data sources while this collection runs.
   • You can monitor this collection from the Jobs page or the Data Sources page.
   • After a successful collection, navigate to the Tables page to review the data results.

This is all that is necessary to start collecting your data from Xero, however, there are a number of Advanced Settings you can use to customize your Xero data source. We do not recommend changing Advanced Settings unless you are an experienced Panoply user.