Connect a Xero organisation to sync financial KPIs such as revenue, expenses, cash position, and other accounting metrics exposed as data points. Requires [Business+] and Xero user access to the target organisation.
At a glance
Connection type: OAuth 2.0
Status: Available
Plan: Business+
Data points: 34 metrics available in the KPI catalog
Metrics you can track
Connected KPIs can sync the following categories from Xero. See Data points for the complete catalog with descriptions.
Balance Sheet: Total Equity
balance_sheet: Total Assets, Total Current Assets, Total Current Liabilities, Working Capital
Banking: Total Bank Balance, Unreconciled Transactions
Cash Flow: Creditor Days, Debtor Days
Expenses: Cost of Goods Sold (COGS)
Finance: Accounts Payable Total, Accounts Receivable Total, Total Liabilities, Total Payments Received
Financial Ratios: Current Ratio, Debt Ratio, Quick Ratio (Acid Test)
Inventory & Assets: Fixed Assets Value, Net Fixed Assets
Invoices: Average Days to Payment, Average Invoice Value, Outstanding Invoices (Value), Overdue Invoices (Count), Overdue Invoices (Value) (+2 more)
Profitability: Gross Profit, Gross Profit Margin (%), Monthly Turnover, Net Profit, Net Profit Margin (%)
Sales: Active Quotes Count, Active Quotes Value, Quote Conversion Rate
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect Xero.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your Xero connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases