This article explains the initial set-up of your Xero integration with Datarails. If you need to add a second entity, please refer to our separate instructions.

• Datarails Fileboxes can sync data automatically from the Xero system

• Following a schedule set by the user, the Xero system is queried. The results are stored as a CSV version in the target Filebox and can be used in Datarails like any other Filebox

Prerequisites

• Admin access to Xero, with privileges to allow access for new integration connections
• Admin access to Datarails to set up the integration between Datarails and Xero (the integration can be later shared with non-admin users)

Data is only transferred from Xero to Datarails.
Datarails does not write or modify any data in Xero, and therefore only requires access to view your reports, organization settings, and general ledger

Integration Steps

1. Navigate to the Entities section in under Configuration.

2. Click 'Add new entity'
   
   

3. Choose Xero and Click 'Next'. 
   
   

4. Xero Login page will open. 
   
   
5. Enter the correct admin credentials and Login.
   
6. Allow Datarails access to the relevent Xero account. 
   

Updated March 12, 2025 11:00