Connecting LivePlan to Xero Follow

If you need help setting up the connection between Xero and LivePlan, please contact us, and we'll be happy to walk you through the process. You can reach us by email at help@liveplan.com or by phone at 888-498-6136 or +1 541 683 6162.

The LivePlan Dashboard can be integrated with Xero, which makes it easy to import your accounting actuals. This means you won't have to enter your actual numbers into LivePlan manually, your results will stay continually updated, and you'll be able to quickly compare your actuals to your LivePlan forecast.

Note: Your actuals from Xero will populate the Dashboard, not the Forecast. You can, however, use this sync process to create your forecast categories, and then enter the forecast numbers later.

 

Getting set up with Xero

  1. If you don't have a Xero account yet, you'll need to sign up for one (there is a free trial option):
    Xero-signup.jpg#asset:1732
  2. Next, you'll need to set up a Xero organization for your business. For help doing this, refer to the Xero Business Help Center
  3. Once you have a Xero account and organization set up, you can connect LivePlan to Xero.

 

Connecting LivePlan to Xero

  1. Log in to your LivePlan account.
  2. In the Dashboard tab, click Connect to your accounting solution
    xero-connect-dashboard__1_.png
  3. In the Choose a data source overlay, choose the Xero option, and then click Continue
    xero-dashboard-connect2__1_.png
  4. If you have used manual entry to enter any data into the Dashboard prior to connecting, an overlay will appear to warn you that the data will be discarded when you connect to Xero. Click Continue:
    xero-dashboard-connect3__1_.png
  5. The next overlay outlines the steps you need to take to connect to Xero.  Click Connect to Xeronow connect xero new.png#asset:794
  6. In the Xero overlay that appears, enter the username and password for your Xero account, and then click Login
    xero-signin.jpg#asset:1733

  7. In the overlay that asks you to authorize LivePlan to connect to your Xero account, click Authorise:
    authorize-xero.jpg#asset:1734

  8. Once the connection is successful, the next step is to bring the data from Xero into the Dashboard. Click OK, let's sync
    xero-dashboard-4__1_.png

  9. LivePlan will pull in your Xero data for the current year and up to two fiscal years in the past. You'll see the following overlay during this process:
    check updates xero new.png#asset:779

  10. Once LivePlan and Xero are connected, the Xero mapping view will appear:
    xero-mapping.jpg#asset:1735

  11. Now, move on to Mapping Xero accounts to LivePlan data.

 

Disconnecting from Xero

Once you're connected to Xero, your Dashboard will remain that way until you disconnect it from Xero. As long as the connection is intact, LivePlan will automatically sync the data between LivePlan and Xero on a nightly basis. 

If at some point you want to disconnect LivePlan from Xero, click the Disconnect from Xero link the bottom of the Mapping view:

disconnectxero.png#asset:788

Or, open the Sync menu, and click Disconnect from Xero:

xero-disconnect-dashboard__1_.png

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