Connecting Derive to Xero
Before you begin
You will need:
- An active Derive account with Admin permissions
- A Xero account with access to the organization you want to connect
- An active Xero subscription for the organization (expired trials cannot be connected)
Step 1: Navigate to Integrations
Log in to Derive and navigate to Integrations page and click on Add Integration and select
Xero Accounting
Step 2: Authorize Connection
Click on the Authorize button. You will be redirected to Xero's login page in a separate window.
Step 3: Authorize access
Log in to your Xero account (if not already logged in). Xero will show you a consent screen listing the permissions Derive is requesting.
Select the Xero organization you want to connect and click Allow access.
Why can I only see some of my Xero organizations ? The Xero consent screen only shows organizations where your Xero user has Advisor or Standard access. If you do not see the organizations you need, ask the Xero administrator to update your user permissions.
Step 4: Confirm the connection in Derive
After authorizing, you will be redirected back to Derive. The integration status will show as Connected with the name of your Xero organization .
Since this is a new connection, a full data sync will need to be initiated to pull your Xero data into Derive. Please follow the steps below to get everything synced up.