Connecting to Xero

1. Open the Clarity Report for your company, or any cash flow page, and click Connect to Xero on the Xero bar.
2. Sign in to Xero if asked, choose the organisation for this company and click Allow access.
3. You come back to the app and your numbers come in. A short progress line then walks you through setting up your forecast.

• Your organisation's name and currency, and your chart of accounts.
• Monthly profit and loss and balance sheet figures for up to the last two years of complete months.
• Bank transactions, transfers, and invoice and bill payments for the last 12 months, then every new one on each sync.

The app only reads. It never changes anything in Xero. Your Xero organisation must use the same currency as your company in the app; bank accounts in other currencies are left out of the cash flow forecast.

Your numbers update every night between 1am and 6am (Sydney time). The Xero bar shows when they last updated. Click Sync now to update them straight away.

Click Disconnect from Xero on the Xero bar and confirm, or remove The Profit Analyst from the connected apps inside Xero. Your figures stay in the app; they just stop updating. If you disconnect inside Xero, the Xero bar shows Xero disconnected; click Connect to Xero to reconnect.

Once you're signed in, open Xero sign-in settings and link your Xero login. After that you can use Sign in with Xero on the sign-in page.

• The Xero bar says what went wrong and what to do next.
• If Xero refuses access to reports, the person who connected may not have the Reports role in Xero. Ask your Xero admin to give it to them, then disconnect and connect again.
• Still stuck? Email support@theprofitanalyst.com.