Learn how to connect and get started with Xero and Visible in this article.
With our Xero integration you'll be able to automatically pull in your data from Xero and track, share and visualize it with your stakeholders.
To get started, to click the Metrics section on the left side navigation. From here, click the New Data Source and select Xero as shown below:
Next, a pop up from Xero will display asking to allow access as shown below:
After you click Allow access, we'll give you the option to use a dashboard template common with Xero customers to get started (shown below):
Or you can pick the specific metrics you'd like to add as shown below. Click Save and you will be good to go:
