Connect Xero

Connect your Xero organization to Planir so you can import your financial data, build reports, create dashboards, and unlock AI-powered insights.




Why this matters

Your Xero connection is the foundation of your workspace. Once connected, Planir automatically syncs your financial statements, chart of accounts, KPIs, and supporting data so you always work with up-to-date numbers.




When to use this

  • When setting up Planir for the first time
  • When adding a new Xero organization
  • When refreshing your company data structure
  • When switching to a clean or updated Xero entity




Before You Start

Make sure you have:

  • A Xero account with access to the organization you want to connect
  • Either Standard or Advisor permissions in Xero
  • Your Planir workspace already created




Step 1. Start the Xero Connection

  1. From the sidebar, go to Home to open the Add and Manage Your Data Connections page.
  2. Locate the Xero card.
  3. Click Add Connection.

You will be redirected to Xero's secure authorization page.



Step 2. Authorize Planir in Xero

  1. Log in to your Xero account (if you aren't logged in already).
  2. Choose the Xero organization you want to connect.
  3. Click Allow Access to grant Planir permission to read your financial data.

Planir uses read-only access. Nothing is ever written back to Xero.

Planir syncs automatically every 24 hours unless you trigger a manual refresh. The sync should begin automatically after you authorize Planir to access your financial data.


Step 3. Wait for the Initial Sync to Complete

Your sync may take several minutes depending on:

  • Size of your Xero organization
  • Number of accounts and transactions
  • Amount of historical data selected

You can navigate away as the sync runs in the background.

During the sync, Planir imports and translates your Xero data into financial statements, your chart of accounts, KPIs, and dashboard tiles.

Planir imports and translates your Xero data as follows:




Step 4. Review Your Connected Company

Once the sync finishes, your connected entity appears under the Xero card with a green status dot and the most recent sync timestamp. From here you can manage the connection directly:

  • Sync Now — pull the latest data immediately
  • Disable Auto-sync — pause the daily automatic refresh
  • Disconnect — remove the Xero connection from this workspace

Then review your:

✔ Financial Statements — verify Profit & Loss, Balance Sheet, and Cash Flow

✔ Chart of Accounts — check naming, groups, and structure

✔ Metrics — initial KPIs auto-populate based on your accounts

✔ Dashboards — the Insights Dashboard will display your first set of visuals

If anything looks off, click Sync Now to refresh your data.


Managing Your Xero Connection

Sync Now

Click Sync Now on the connected company tile any time you want the latest data immediately, without waiting for the next automatic sync.

Disable Auto-sync

By default, Planir refreshes your Xero data every 24 hours. Click Disable Auto-sync if you'd prefer to control refreshes manually. You can re-enable it the same way.

Re-authenticate

If your Xero token expires, the company will display a red status dot and a Re-authenticate link. Click it and sign back into Xero to restore the connection.

Disconnect

Click Disconnect to remove the Xero entity from your workspace. Your historical Planir data is retained, but no further data will be pulled from Xero unless you reconnect.

Change Organizations

To switch a connection to a different Xero organization, click Disconnect first, then click Add Connection again and choose the new organization.




Planir Tip

If you're connecting multiple Xero organizations (e.g., multi-entity groups), repeat this process for each entity and map them separately inside your workspace.




Example Scenario

You've just onboarded a new client who uses Xero.

  1. Open Home → Add and Manage Your Data Connections
  2. On the Xero card, click Add Connection
  3. Log in to Xero and select the client's organization
  4. Click Allow Access to authorize Planir
  5. Wait for the initial sync to complete
  6. Open the Insights Dashboard to review their first automated analysis

Your workspace is now live and populated.

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