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Xero - Access & permissions

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Xero - Access & permissions

Elevale uses OAuth 2.0 to read metrics from Xero. Elevale does not modify data in the external system. Tokens and keys are encrypted server-side after validation.

Who can connect

  • Workspace admins and users with permission to manage Workspace Settings integrations.

  • Connections are managed from Workspace Settings → Integrations.

  • Requires [Business+] on your workspace plan.

What Elevale accesses

  • Read-only metrics exposed as KPI data points (see the Data points article).

  • Connection metadata (account IDs, property IDs, organisation tenants) needed for sync.

  • No write access to campaigns, repositories, accounting records, or CRM objects unless the provider API requires it for authentication only.

OAuth scopes

  • accounting.reports.read profit & loss and balance sheet reports.

  • accounting.transactions.read transactional detail where needed.

  • accounting.contacts.read contact-related metrics.

  • offline_access refresh tokens for scheduled syncs.

Disconnect and data retention