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:
Navigate to the Data Connections page in your Baremetrics dashboard.
Select Xero from the list of available integrations.
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:
Go to the Data Connection page.
Find Xero in the list of active integrations.
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.