Integration
Benchmarking Xero Integration
This page will guide you in using Xero as part of the data import option.
Getting started
This page will explain the basics around connecting and configuring the Xero integration with our Benchmarking tool.
What does our BBS Xero Integration do?
Our Benchmarking tool integration with Xero API is simply data retrieval. Your Xero report data on Profit and Loss and Balance Sheet can be retrieve swiftly using our data import tool.
Data Importing Using Xero
You can watch the video on how to import data from Xero to the Benchmarking Suite below:
Sign-in with Xero
Our Benchmarking Suite also supports signing-in with Xero credentials thru Single-Sign-on Option (SSO). If you’re Xero account email address is currently subscribed to our Benchmarking Suite, you can utilize your Xero credentials to login in our BBS thru the Xero sign-in option.
The following screenshots will help you familiarize our data import tool.
The Financial Data Entry page gives you an starting area in setting up the required data prior to report generation. You have the option to import Profit and Loss or Balance Sheet data.
Depending on which data you want to import, you are provided with three import methods: Excel/CSV, Xero or MYOB.
Importing data using Xero account will lead you to this login page for authentication.
With your Xero account, you have the option which Organisation you want to allow access with the Benchmarking tool.
If your Xero account have multiple Organisations, you will have to select which specific company you are going to retrieve the Profit and Loss or Balance Sheet data from. Simply select which company and click Submit.