Knowledge Base - Help Center

How to Import Data from Xero using the web?

Updated on October 25, 2022

1. After making a scenario, an import pop-up screen will appear
2. Click the Xero icon and select the link button.
3. Login window will appear, and enter your credentials.
4. Specify your Start Date and End Date.
5. Click the corresponding toggle button to Include Invoices and Bills.
6. Click Import from Xero.
Note: Make sure to allow pop-ups in your browser for this.