Connecting Xero

Connect your Xero account to sync financial data into Levelup.

Levelup connects to Xero through OAuth 2.0. Once connected, your financial data syncs automatically into Levelup. You can connect multiple Xero accounts and manage them independently.

Prerequisites

Before connecting, make sure you have:

An active Xero account with standard or advisor access to the organizations you want to connect
Owner or Admin role in your Levelup organization
An active Levelup organization selected

Connect Your Xero Account

Go to Integrations from the main menu.
Locate the Xero card on the Integrations overview page.
Click Connect Xero.
Sign in to your Xero account in the popup window that opens.
Select the Xero organization(s) you want to grant access to.
Review the requested permissions and click Allow access.
Wait for the popup to process your authorization and close automatically.

After authorization, an import choice modal appears on the Integrations page. The modal shows the connected account name, the number of companies found, how many are already linked, and how many are available to import.

Choose one of the following:

Import All Companies -- Queues all unlinked companies for automatic import and begins syncing immediately.
Add Companies Manually -- Redirects you to the Data Feed page, where you can selectively link individual companies.

What Data Syncs

When you connect Xero, Levelup requests read-only access to your accounting data. The following data types sync:

Chart of Accounts -- Your full GL account structure, including account codes, names, and types
Transactions -- Invoices, bills, bank transactions, journal entries, and manual journals
Reports -- Financial reports such as Profit and Loss and Balance Sheet
Journals -- Detailed journal entries for transaction-level analysis
Contacts -- Customer and supplier information associated with transactions
Settings -- Organization-level configuration such as fiscal year and base currency
Budgets -- Budget data if configured in your Xero account

Levelup does not write data back to Xero. All access is read-only.

Sync Frequency

After the initial sync completes, Levelup periodically re-syncs data from Xero to keep your financial information current. You can trigger a manual re-sync from the Data Feed page at any time. See Integration Sync and Troubleshooting for details.

Link Companies After Connection

If you chose Add Companies Manually during connection, or if you need to link additional companies later:

Open the Data Feed page. Unlinked companies from your Xero account appear in the table.
Select the corresponding Levelup company from the dropdown for each unlinked company.
Click Add Company (or Add Companies for multiple selections) to link them.
Verify that syncing begins for the linked companies.

Each row in the Data Feed table includes an Imported Account column. This column shows which Xero account the company was imported from, so you can identify the source when multiple accounts are connected.

Connect Multiple Xero Accounts

You can connect more than one Xero account to your Levelup organization. Each account is tracked independently with its own token, company list, and sync status.

Go to the Integrations overview page.
Click the + button on the Xero card to connect another account.
Complete the OAuth flow in the popup window, signing in to the additional Xero account.
Choose Import All Companies or Add Companies Manually in the import choice modal.

After connecting, the Integrations page displays all connected Xero accounts in the Connected Accounts section. Each account shows the number of companies available and how many are linked. Click any account to view its company-level connection details in a side panel.

Disconnect

You can disconnect a single Xero account or all Xero accounts at once.

Disconnect a single account:

Find the account in the Connected Accounts section under Xero on the Integrations overview page.
Click the X button next to the account.
Confirm the disconnection in the warning dialog.

Disconnect all Xero accounts:

Click Disconnect All in the Xero accounts header on the Integrations overview page.
Confirm the disconnection in the warning dialog.

Disconnecting removes your OAuth tokens and stops all syncing for the affected accounts. Previously synced data remains in Levelup. Another user with Xero access can reconnect to resume syncing.

Managing Integrations -- View and manage all connected companies
Integration Sync and Troubleshooting -- Monitor sync status and resolve errors
Chart of Accounts Mapping -- Review how your accounts are categorized

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