Does LiveFlow integrate with Xero?

LiveFlow integrates directly with Xero, allowing you to sync financial data automatically for reporting, consolidation, and analysis.

Step 1: Navigate to Xero Companies

1. Log in to the LiveFlow web app.

2. Click Settings in the left sidebar.

3. At the top of the Settings page, select Xero companies.

This is where you manage all Xero connections and add companies to LiveFlow.

(Example view below)

Note: If you see the message “To update this workspace, please contact a workspace admin”, you will need admin permissions to connect or add companies.

Step 2: Connect Your Xero Account

1. Click Connect to Xero (or Add company if a connection already exists).

2. You will be redirected to Xero’s authorization page.

3. Log in to your Xero account.

4. Select the organization(s) you want to connect.

5. Approve LiveFlow’s access.

Once completed, you will be redirected back to LiveFlow.

Step 3: Add Companies

After connecting your Xero account:

1. Open Settings → Xero companies.

2. Select the Xero organization you want to add.

3. Confirm to add it to your LiveFlow workspace.

LiveFlow will then begin syncing financial data automatically.

Data Syncing

After a company is added:

• Financial data will sync automatically with LiveFlow.

• You can trigger a manual refresh if needed from the company settings.

Troubleshooting

If you cannot add a company:

• Ensure you are a workspace admin.

• Confirm you have access to the organization in Xero.

• Try reconnecting the integration.

If the issue persists, please contact support through the LiveFlow chat widget and include screenshots of any errors you encounter.