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Connecting Directly to Xero

Connect directly to Xero with admin account

Requirements

  • An admin account in Xero is required to approve the connection to Crunchafi. 
  • Confirm that you can access the correct company using that account. 
  • If logging in as an admin is not an option, consider asking your client to do it on your behalf by generating a secure URL from Crunchafi for report sharing.

Data Collection & Direct Connection

1. Start a new data collection from the workspace. 

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2. Select Connect to accounting system and click Next.

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3. Choose Connect directly on the right side as the connection method and click Next. 

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4. Choose your collection parameters and click Next. 

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  • Collect data through: Specify the end of the period for your data. Defaults to the current date, but you can click on the calendar icon to choose the previous month, day, and year or type the date in MM/DD/YYYY format.
  • Collection period: Defaults to collect the fiscal year to date plus 2 more fiscal years. Hover over the field and use the up/down arrows at the far-right to change the number of additional fiscal years, or choose the Fiscal year to date only option, if applicable.
  • Basis of accounting: Leave this as Accrual unless Cash applies in your scenario and is supported by your accounting system. If it is not supported, Crunchafi defaults to the available basis and flags it in the output.
  • Anonymize customers and vendors: If you prefer to anonymize your customer and vendor data, select this option.

5. Confirm and/or update the types of data you want to include in your collection (i.e., Financial Statements, Transactions, Accounts Payable, and Accounts Receivable). All options are selected by default. Click Next. 

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💡TIP

You can choose to include or not include financial statements and/or transactions, especially if the company you are connecting to has a large volume of data that may slow down workbook production.

6. Select Xero. 

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7. Click Connect to log into your Xero admin account.

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8. Enter your credentials on the Xero login page. 

REMINDER

You must log in with an admin account to grant permission to Crunchafi Data Extraction.

9. Click the Allow access button to proceed. 

Next Steps

The workspace list will show that the import is in progress. 

Once completed, you will see a success message and a link to the appropriate collection details page where you can download the completed workbook(s).