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Overview

What is the integration?

Integrating Yaguara with Xero allows you to track, visualize, and set goals for your Xero data.

Once set-up you will be able to:

  • Automatically sync your data to use for analysis.
  • Visualize your finances in multiple graph types.
  • Set finance goals and projections.
  • Correlate with other data to locate trends.
  • See how certain events affect your finances.
  • Get actionable insights to grow your business.

Setup Details

Step 1

Navigate to the Settings page using the User Menu in the upper right hand corner.

Step 2

Click on the Integrations tab.

Step 3

Click on the Add Xero button.

Step 4

Click to start the authenticating process.

Step 5

Once authentication is complete, you should see an Active status.

General Usage

Watch the video below to see the full process of connecting your Xero account and syncing your data.

Data Flow Diagram

FAQ's

How do I disconnect from Xero?

To disconnect your Xero account, go to the Integrations page and hit the Remove button on the Xero card.

When is data synced from Xero?

New data is synced every 15 minutes and cached to provide the best possible user experience.

How do I manually sync my data?

On the synced KPI page you can manually sync your data by hitting the    button.

What data can I pull from Xero into Yaguara?

Right now we have the ability to sync your invoices data but will be continuing to add to this.