Xero

What it does

Connect Xero to sync your accounting data into RunwayCal. Invoices, payments, and bank transactions flow in automatically so your financial position stays current without manual updates.

Prerequisites

• A Xero account with an active organization
• Standard or Advisor role in Xero

Step-by-step setup

1

Go to Settings and click Connect Xero

1. 1.In RunwayCal, click "Settings" in the left sidebar
2. 2.Click the "Integrations" tab at the top
3. 3.Scroll down to the "Accounting" section
4. 4.Find the Xero card and click "Connect Xero"

2

Log in to your Xero account

1. 1.You will be redirected to Xero's login page
2. 2.The page will say "Log in to Xero to continue to RunwayCal"
3. 3.Enter your Xero email and password
4. 4.Click "Log in"

3

Allow RunwayCal access to your Xero data

1. 1.Xero shows what RunwayCal wants to access: Organisation data (contacts, invoices, payments, bank transactions, balance sheet, profit and loss) and User account information
2. 2.Review the permissions listed
3. 3.RunwayCal only reads your data. It never modifies your Xero account.
4. 4.Click "Allow access"

4

Verify connection in RunwayCal

1. 1.You will be redirected back to RunwayCal
2. 2.The Xero card should show a green "Connected" badge
3. 3.Your Xero organization name will appear below the badge
4. 4.You may see an amber "Token expiring" indicator. This is normal. RunwayCal auto-refreshes your Xero token.

What you'll see after connecting

The Xero card shows a green "Connected" badge with your organization name. Invoices, payments, and bank transactions sync into your cash and reconciliation views.

Data synced

Troubleshooting