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Xero Integration

Connect Baremetrics with Xero

Baremetrics avatar
Written by Baremetrics
Updated over a week ago

Table of Contents


Introduction

Alright, let's connect your Baremetrics account to Xero! This integration is compatible with both Metrics and Forecast Plus.


Data Flow Diagram

Understanding how data flows between Baremetrics and Xero is crucial. Below is a comprehensive data flow diagram that shows the mapping of data fields and the direction of data flow.


Getting Started

Connecting to Xero

To connect your Baremetrics account with Xero:

  1. Navigate to the Data Connections page in your Baremetrics dashboard.

  2. Select Xero from the list of available integrations.

  3. Click on the "Connect to Xero" button.


Authentication Flow

You will be redirected to Xero’s login page during the authentication process. After successful authentication, you will be asked to grant permissions to Baremetrics.


Configuring the Integration

After connecting, configure the integration by selecting:

  • The Xero organization you'd like to sync with Baremetrics.


FAQ

Disconnecting from Xero

To disconnect Baremetrics from Xero:

  1. Go to the Data Connection page.

  2. Find Xero in the list of active integrations.

  3. Click on the "Disconnect" button.


Limitations of the Integration

  • The integration does not support multi-currency transactions.


Data Synchronization

Data synchronization between Baremetrics and Xero is either automatic or manual, depending on the type of data being synced:

Metrics: Automatic
Subscriptions used to populate metrics are synced automatically every 60-90 minutes. This ensures that your SaaS metrics are continuously updated without any manual intervention.

Forecasting: Manual

Once your books are "closed" for a time period, forecasting data needs to be manually synced. This manual sync allows you to ensure that your financials are final before generating forecasting reports in Baremetrics.

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