Integrations are data sources that you can connect through Calqulate to automate the process of financial reporting. Calqulate has a plug-and-play integration with Xero which imports all your customers, products, sales invoices and payments.
Once connected, the data from your Xero account will be displayed in the Financial Reporting Dashboard and help us to calculate your growth metrics and cash runway. Calqulate also saves your customer data, sales invoices and payments in the Customers and Products menus and automatically detects subscriptions from QuickBooks sales invoices
How to set up the Xero integration
Let's get your Xero integration set up. Firstly, go to the left-hand menu and click on your account > Settings.
Under Settings you'll find the Integrations tab, and then Xero.
For your 14-day free trial, we won't charge you for integrating Xero as a thank you for trying out Calqulate.
When your free trial ends, you'll still be able to see the data you imported. However, you'll need to subscribe to one of our plans to continue to import data from Xero. Upgrade to one of our plans anytime in Settings > Subscription.
Click Connect now and Connect to Xero.
Next, you'll be taken to an external page where you need your details ready to log in to Xero. Depending on the volume of your data, syncing can take up to 15 minutes.
When directed back to Calqulate, you'll see a list of your current integrations. Check that the Status for your Xero integration reads Active.
Note: You might need to refresh your browser in order to see your integration as Active.
That’s it, you’re done, and your integration is now added.
Where to see the data from your Xero integration
Once your account is connected, check out the Financial Reporting Dashboard and Cashflow Dashboard. Here you'll find most of the data imported from your Xero account.
There are also a few places to check your data is coming through successfully:
💡 Calqulate Tip: Now that you've integrated Xero, try adding a Subscription Management Software integration such as Stripe or Chargebee, to pull all your financial data to one place and get the most out of Calqulate.
Updated 6 months ago
After setting up your integrations you might want to check the following pages: