5min

Xero

Xero is a finance application that globally empowers over 20,000 customers accounting workloads.

Connector Pre-Requisites

Connecting to Xero, you need to make sure that:

  • You or the user configuring Xero have administrative access to the Xero cloud based application.

Instructions (Basic Connection Setup)

Remember DataLakeHouse.io securely connects to your Xero instance by redirecting you to the Xero portal for you to sign in via Xero's login. DataLakeHouse.io does not capture or store your password/credentials.

Using the form please complete the following basic steps:

  1. Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors.
  2. Enter in the 'Target Schema Prefix' field, a name that will be unique in your Snowflake data cloud destination database where you wish to land the data.
  3. Click the Authorize Your Account button which will transport you to the Xero login, where you will enter your Xero account credentials.   Once your credentials are accepted you will be automatically redirected back to this DataLakeHouse.io portal and you should be able to see a successful connection.

If any issues occur with the Xero authorization, simply return to the sources page in DataLakeHouse.io, edit this source and click the 'Authorize Your Account' or 'Re-Authorize Your Account' button.   If any issues persist please contact our support team via the DataLakeHouse Support Portal.



Updated 16 Feb 2022
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