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Connecting to Xero via a Shared Secure URL

If you received a secure URL for data collection from your firm, follow these steps to share the financial reports from Xero. 

Requirements

  • You must log into your Xero account as an admin to approve the connection. 

Share Requested Data

1. Copy and paste the secure URL shared by your firm into your browser. 

2. Select Xero from the list. 

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3. Review the additional context for the information requested by your firm via Crunchafi Data Extraction, including which reports were requested. Click Connect to Xero. 

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4. Click the Connect button to launch the login screen. 

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5. Enter your credentials on the Xero login page. 

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REMINDER

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

6. Click the Allow access button to proceed.

Next Steps

When the connection starts, the portal will provide a progress bar and status updates.

The Crunchafi Data Extraction window will display when the collection is completed and you have successfully collected reports. Depending on your firm's collection settings, you may have the opportunity upload additional documents or download a copy of the submitted reports.