Resources  → Tutorials  → Add-ons  → Getting started with Xero

Xero: Getting started with Xero

Step 1:

Add Add-on

Navigate to "Add-ons" in the menu and get directed to the add-ons page. Add the Xero add-on and follow the login procedure.

Step 2:

Sign In

Sign into your Xero account and select the organisation you wish to connect to.

Step 3:

Organisation

Confirm the Xero organisation you are connecting to give Savvy Reports access to your data.

Step 4:

Live

After confirming your Xero organisation choice, you will be redirected back to the add-ons page. You should now see a green light on the add-on to indicate it is now live and ready to be used.