Xero overview

Summary view of the Xero connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your Xero account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your Xero account.

Check your software plan or version

If you need to check the plan or version of the accounting software you are using, follow these steps in Xero:

1. Log in to your Xero account.
2. Click your organization's name, then select My Xero.
3. In My Xero, select the Subscriptions tab.
4. Locate your organization, click the triple-dot menu, and select View subscription.

Connect to Xero

To establish a digital connection with Xero and enable your financial institution to access your financial data, follow the Link URL provided to you and complete these steps:

1. On the Share your financial information screen of the connection flow, click Connect in the Accounting tile to initiate a connection to Xero.

   You might not see this screen if your financial institution disabled this selection. In this case, proceed to the next step.

   

2. On the Select your accounting software screen, scroll or search for Xero. Click the tile to select, then click Next.

   

3. On the Connect to Xero screen, review the data you will provide access to, then click Next.

   Xero will open in a new tab and the connection flow will move to the Waiting for connection... screen.

   

4. In Xero, log in with your regular user credentials and follow the flow to complete the connection. You may be asked to choose the business you want to connect.

   Your login credentials remain secure during this process and are not shared with Codat or your financial institution.

   

5. Once the connection is confirmed, the Xero window will close, and you will be redirected to the final step of the flow.

   Click Continue on the Xero connected screen, then click Complete and exit the flow.